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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 | $168,516 | $138,076+22.0% | $123,553+36.4% | $135,380+24.5% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -5.50% | 153.70%-159.2pp | 119.21%-124.7pp | 519.81%-525.3pp |
| Employer contribution / active EE | $10,105 | $5,152+96.1% | $4,628+118.3% | $4,779+111.5% |
| Participant deferral / active EE | $7,375 | $6,800+8.5% | $6,426+14.8% | $5,609+31.5% |
| Admin fee / account holder | $12,971 | $10,917+18.8% | $9,284+39.7% | $10,828+19.8% |