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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 | $210,493 | $138,075+52.4% | $123,552+70.4% | $135,379+55.5% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -6.03% | 153.70%-159.7pp | 119.20%-125.2pp | 519.79%-525.8pp |
| Employer contribution / active EE | $8,922 | $5,152+73.2% | $4,628+92.8% | $4,779+86.7% |
| Participant deferral / active EE | $7,918 | $6,800+16.4% | $6,426+23.2% | $5,609+41.2% |
| Admin fee / account holder | $10,943 | $10,917+0.2% | $9,285+17.9% | $10,828+1.1% |