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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 | $194,682 | $138,075+41.0% | $123,552+57.6% | $135,379+43.8% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -4.27% | 153.70%-158.0pp | 119.20%-123.5pp | 519.79%-524.1pp |
| Employer contribution / active EE | $10,640 | $5,152+106.5% | $4,628+129.9% | $4,779+122.6% |
| Participant deferral / active EE | $15,223 | $6,800+123.9% | $6,426+136.9% | $5,609+171.4% |
| Admin fee / account holder | $17,978 | $10,917+64.7% | $9,285+93.6% | $10,828+66.0% |