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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 | $154,122 | $138,076+11.6% | $123,553+24.7% | $135,380+13.8% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -8.53% | 153.70%-162.2pp | 119.21%-127.7pp | 519.81%-528.3pp |
| Employer contribution / active EE | $2,539 | $5,152-50.7% | $4,628-45.1% | $4,779-46.9% |
| Participant deferral / active EE | $7,650 | $6,800+12.5% | $6,426+19.1% | $5,609+36.4% |
| Admin fee / account holder | $326 | $10,917-97.0% | $9,284-96.5% | $10,828-97.0% |