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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 | $164,169 | $138,076+18.9% | $123,553+32.9% | $135,380+21.3% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -7.78% | 153.70%-161.5pp | 119.21%-127.0pp | 519.81%-527.6pp |
| Employer contribution / active EE | $10,011 | $5,152+94.3% | $4,628+116.3% | $4,779+109.5% |
| Participant deferral / active EE | $7,734 | $6,800+13.7% | $6,426+20.4% | $5,609+37.9% |
| Admin fee / account holder | $38,333 | $10,917+251.1% | $9,284+312.9% | $10,828+254.0% |