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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 | $191,679 | $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 | -7.52% | 153.70%-161.2pp | 119.21%-126.7pp | 519.81%-527.3pp |
| Employer contribution / active EE | $7,449 | $5,152+44.6% | $4,628+61.0% | $4,779+55.9% |
| Participant deferral / active EE | $16,581 | $6,800+143.8% | $6,426+158.0% | $5,609+195.6% |
| Admin fee / account holder | $1,630 | $10,917-85.1% | $9,284-82.4% | $10,828-84.9% |