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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 | $202,852 | $138,076+46.9% | $123,553+64.2% | $135,380+49.8% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -6.89% | 153.70%-160.6pp | 119.21%-126.1pp | 519.81%-526.7pp |
| Employer contribution / active EE | $6,517 | $5,152+26.5% | $4,628+40.8% | $4,779+36.4% |
| Participant deferral / active EE | $10,625 | $6,800+56.3% | $6,426+65.3% | $5,609+89.4% |
| Admin fee / account holder | $2,964 | $10,917-72.8% | $9,284-68.1% | $10,828-72.6% |