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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 | $248,967 | $138,076+80.3% | $123,553+101.5% | $135,380+83.9% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -5.16% | 153.70%-158.9pp | 119.21%-124.4pp | 519.81%-525.0pp |
| Employer contribution / active EE | $5,127 | $5,152-0.5% | $4,628+10.8% | $4,779+7.3% |
| Participant deferral / active EE | $9,296 | $6,800+36.7% | $6,426+44.7% | $5,609+65.7% |
| Admin fee / account holder | $14,906 | $10,917+36.5% | $9,284+60.5% | $10,828+37.7% |