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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 | $166,194 | $138,075+20.4% | $123,552+34.5% | $135,379+22.8% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -5.01% | 153.70%-158.7pp | 119.20%-124.2pp | 519.79%-524.8pp |
| Employer contribution / active EE | $15,869 | $5,152+208.0% | $4,628+242.9% | $4,779+232.1% |
| Participant deferral / active EE | $8,886 | $6,800+30.7% | $6,426+38.3% | $5,609+58.4% |
| Admin fee / account holder | $27,513 | $10,917+152.0% | $9,285+196.3% | $10,828+154.1% |