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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 | $142,800 | $197,819-27.8% | $155,789-8.3% | $125,389+13.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 76.1%+23.9pp | 83.2%+16.8pp |
| Annual return | -1.66% | 86.73%-88.4pp | 71.54%-73.2pp | 282.24%-283.9pp |
| Employer contribution / active EE | $3,747 | $4,850-22.8% | $3,839-2.4% | $4,866-23.0% |
| Participant deferral / active EE | $13,141 | $5,631+133.3% | $4,798+173.9% | $5,352+145.5% |
| Admin fee / account holder | $2,002 | $9,544-79.0% | $7,477-73.2% | $9,541-79.0% |