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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 | $191,632 | $138,076+38.8% | $123,553+55.1% | $135,380+41.6% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -3.95% | 153.70%-157.6pp | 119.21%-123.2pp | 519.81%-523.8pp |
| Employer contribution / active EE | $8,296 | $5,152+61.0% | $4,628+79.3% | $4,779+73.6% |
| Participant deferral / active EE | $3,254 | $6,800-52.1% | $6,426-49.4% | $5,609-42.0% |
| Admin fee / account holder | $956 | $10,917-91.2% | $9,284-89.7% | $10,828-91.2% |