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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 | $165,949 | $138,076+20.2% | $123,553+34.3% | $135,380+22.6% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -9.14% | 153.70%-162.8pp | 119.21%-128.3pp | 519.81%-528.9pp |
| Employer contribution / active EE | $6,089 | $5,152+18.2% | $4,628+31.6% | $4,779+27.4% |
| Participant deferral / active EE | $8,931 | $6,800+31.3% | $6,426+39.0% | $5,609+59.2% |
| Admin fee / account holder | $8,546 | $10,917-21.7% | $9,284-8.0% | $10,828-21.1% |