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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 | $190,202 | $138,076+37.8% | $123,553+53.9% | $135,380+40.5% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -3.78% | 153.70%-157.5pp | 119.21%-123.0pp | 519.81%-523.6pp |
| Employer contribution / active EE | $8,093 | $5,152+57.1% | $4,628+74.9% | $4,779+69.3% |
| Participant deferral / active EE | $6,789 | $6,800-0.2% | $6,426+5.7% | $5,609+21.0% |
| Admin fee / account holder | $2,903 | $10,917-73.4% | $9,284-68.7% | $10,828-73.2% |