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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 | $178,752 | $138,076+29.5% | $123,553+44.7% | $135,380+32.0% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -7.83% | 153.70%-161.5pp | 119.21%-127.0pp | 519.81%-527.6pp |
| Employer contribution / active EE | $10,022 | $5,152+94.5% | $4,628+116.5% | $4,779+109.7% |
| Participant deferral / active EE | $17,363 | $6,800+155.4% | $6,426+170.2% | $5,609+209.6% |
| Admin fee / account holder | $31,432 | $10,917+187.9% | $9,284+238.5% | $10,828+190.3% |