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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 | $192,441 | $197,819-2.7% | $155,789+23.5% | $125,388+53.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 76.1%+23.9pp | 83.2%+16.8pp |
| Annual return | -1.60% | 86.73%-88.3pp | 71.54%-73.1pp | 282.24%-283.8pp |
| Employer contribution / active EE | $4,163 | $4,850-14.2% | $3,839+8.4% | $4,866-14.5% |
| Participant deferral / active EE | $8,047 | $5,631+42.9% | $4,798+67.7% | $5,352+50.4% |
| Admin fee / account holder | $8,827 | $9,544-7.5% | $7,477+18.1% | $9,541-7.5% |