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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 | $246,603 | $138,076+78.6% | $123,553+99.6% | $135,380+82.2% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -7.38% | 153.70%-161.1pp | 119.21%-126.6pp | 519.81%-527.2pp |
| Employer contribution / active EE | $6,426 | $5,152+24.7% | $4,628+38.8% | $4,779+34.5% |
| Participant deferral / active EE | $8,740 | $6,800+28.5% | $6,426+36.0% | $5,609+55.8% |
| Admin fee / account holder | $16,623 | $10,917+52.3% | $9,284+79.0% | $10,828+53.5% |