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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 | $196,433 | $138,076+42.3% | $123,553+59.0% | $135,380+45.1% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -6.98% | 153.70%-160.7pp | 119.21%-126.2pp | 519.81%-526.8pp |
| Employer contribution / active EE | $8,851 | $5,152+71.8% | $4,628+91.2% | $4,779+85.2% |
| Participant deferral / active EE | $8,891 | $6,800+30.8% | $6,426+38.4% | $5,609+58.5% |
| Admin fee / account holder | $23,213 | $10,917+112.6% | $9,284+150.0% | $10,828+114.4% |