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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 | $178,656 | $138,076+29.4% | $123,553+44.6% | $135,380+32.0% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -6.37% | 153.70%-160.1pp | 119.21%-125.6pp | 519.81%-526.2pp |
| Employer contribution / active EE | $7,938 | $5,152+54.1% | $4,628+71.5% | $4,779+66.1% |
| Participant deferral / active EE | $6,850 | $6,800+0.7% | $6,426+6.6% | $5,609+22.1% |
| Admin fee / account holder | $6,293 | $10,917-42.4% | $9,284-32.2% | $10,828-41.9% |