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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 | $162,662 | $138,076+17.8% | $123,553+31.7% | $135,380+20.2% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -6.63% | 153.70%-160.3pp | 119.21%-125.8pp | 519.81%-526.4pp |
| Employer contribution / active EE | $7,940 | $5,152+54.1% | $4,628+71.6% | $4,779+66.2% |
| Participant deferral / active EE | $8,007 | $6,800+17.8% | $6,426+24.6% | $5,609+42.8% |
| Admin fee / account holder | $5,140 | $10,917-52.9% | $9,284-44.6% | $10,828-52.5% |