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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $160,311 | $138,076+16.1% | $123,553+29.8% | $135,380+18.4% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -7.20% | 153.70%-160.9pp | 119.21%-126.4pp | 519.81%-527.0pp |
| Employer contribution / active EE | $3,976 | $5,152-22.8% | $4,628-14.1% | $4,779-16.8% |
| Participant deferral / active EE | $8,547 | $6,800+25.7% | $6,426+33.0% | $5,609+52.4% |
| Admin fee / account holder | $4,508 | $10,917-58.7% | $9,284-51.5% | $10,828-58.4% |