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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 | $165,317 | $138,072+19.7% | $123,549+33.8% | $135,382+22.1% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -2.73% | 153.69%-156.4pp | 119.20%-121.9pp | 519.77%-522.5pp |
| Employer contribution / active EE | $3,000 | $5,152-41.8% | $4,628-35.2% | $4,779-37.2% |
| Participant deferral / active EE | $12,901 | $6,799+89.7% | $6,426+100.8% | $5,609+130.0% |
| Admin fee / account holder | $94,412 | $10,917+764.9% | $9,284+916.9% | $10,829+771.9% |