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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 | $172,039 | $138,075+24.6% | $123,552+39.2% | $135,379+27.1% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -1.68% | 153.70%-155.4pp | 119.20%-120.9pp | 519.79%-521.5pp |
| Employer contribution / active EE | $19,583 | $5,152+280.1% | $4,628+323.1% | $4,779+309.8% |
| Participant deferral / active EE | $7,761 | $6,800+14.1% | $6,426+20.8% | $5,609+38.4% |
| Admin fee / account holder | $41,494 | $10,917+280.1% | $9,285+346.9% | $10,828+283.2% |