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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 | $192,903 | $138,076+39.7% | $123,553+56.1% | $135,380+42.5% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -6.93% | 153.70%-160.6pp | 119.21%-126.1pp | 519.81%-526.7pp |
| Employer contribution / active EE | $12,098 | $5,152+134.8% | $4,628+161.4% | $4,779+153.2% |
| Participant deferral / active EE | $9,367 | $6,800+37.8% | $6,426+45.8% | $5,609+67.0% |
| Admin fee / account holder | $2,995 | $10,917-72.6% | $9,284-67.7% | $10,828-72.3% |