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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 | $173,768 | $138,076+25.8% | $123,553+40.6% | $135,380+28.4% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -7.90% | 153.70%-161.6pp | 119.21%-127.1pp | 519.81%-527.7pp |
| Employer contribution / active EE | $6,855 | $5,152+33.1% | $4,628+48.1% | $4,779+43.4% |
| Participant deferral / active EE | $6,382 | $6,800-6.1% | $6,426-0.7% | $5,609+13.8% |
| Admin fee / account holder | $1,697 | $10,917-84.5% | $9,284-81.7% | $10,828-84.3% |