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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 | $204,387 | $138,076+48.0% | $123,553+65.4% | $135,380+51.0% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -3.04% | 153.70%-156.7pp | 119.21%-122.2pp | 519.81%-522.8pp |
| Employer contribution / active EE | $2,368 | $5,152-54.0% | $4,628-48.8% | $4,779-50.4% |
| Participant deferral / active EE | $4,047 | $6,800-40.5% | $6,426-37.0% | $5,609-27.8% |
| Admin fee / account holder | $19,098 | $10,917+74.9% | $9,284+105.7% | $10,828+76.4% |