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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 | $169,982 | $138,076+23.1% | $123,553+37.6% | $135,380+25.6% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -7.36% | 153.70%-161.1pp | 119.21%-126.6pp | 519.81%-527.2pp |
| Employer contribution / active EE | $10,009 | $5,152+94.3% | $4,628+116.3% | $4,779+109.4% |
| Participant deferral / active EE | $6,423 | $6,800-5.5% | $6,4260% | $5,609+14.5% |
| Admin fee / account holder | $2,517 | $10,917-76.9% | $9,284-72.9% | $10,828-76.8% |