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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 | $145,206 | $138,076+5.2% | $123,553+17.5% | $135,380+7.3% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -6.89% | 153.70%-160.6pp | 119.21%-126.1pp | 519.81%-526.7pp |
| Employer contribution / active EE | $2,465 | $5,152-52.2% | $4,628-46.7% | $4,779-48.4% |
| Participant deferral / active EE | $5,519 | $6,800-18.8% | $6,426-14.1% | $5,609-1.6% |
| Admin fee / account holder | $789 | $10,917-92.8% | $9,284-91.5% | $10,828-92.7% |