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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 | $147,151 | $107,941+36.3% | $91,994+60.0% | $152,909-3.8% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.5%+17.5pp |
| Annual return | 0.00% | 89.28%-89.3pp | 69.04%-69.0pp | 345.46%-345.5pp |
| Employer contribution / active EE | $4,185 | $4,212-0.6% | $3,453+21.2% | $4,764-12.2% |
| Participant deferral / active EE | $6,364 | $6,3660% | $5,924+7.4% | $5,851+8.8% |
| Admin fee / account holder | $1,205 | $10,521-88.5% | $7,744-84.4% | $11,601-89.6% |