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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 | $154,834 | $197,819-21.7% | $155,789-0.6% | $125,389+23.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 76.1%+23.9pp | 83.2%+16.8pp |
| Annual return | -3.32% | 86.73%-90.0pp | 71.54%-74.9pp | 282.24%-285.6pp |
| Employer contribution / active EE | $4,864 | $4,850+0.3% | $3,839+26.7% | $4,8660% |
| Participant deferral / active EE | $6,537 | $5,631+16.1% | $4,798+36.3% | $5,352+22.2% |
| Admin fee / account holder | $1,396 | $9,544-85.4% | $7,477-81.3% | $9,541-85.4% |