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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 | $186,768 | $138,076+35.3% | $123,553+51.2% | $135,380+38.0% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -0.27% | 153.70%-154.0pp | 119.21%-119.5pp | 519.81%-520.1pp |
| Employer contribution / active EE | $7,581 | $5,152+47.1% | $4,628+63.8% | $4,779+58.6% |
| Participant deferral / active EE | $15,083 | $6,800+121.8% | $6,426+134.7% | $5,609+168.9% |
| Admin fee / account holder | $1,371 | $10,917-87.4% | $9,284-85.2% | $10,828-87.3% |