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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 | $230,198 | $138,076+66.7% | $123,553+86.3% | $135,380+70.0% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -5.51% | 153.70%-159.2pp | 119.21%-124.7pp | 519.81%-525.3pp |
| Employer contribution / active EE | $6,200 | $5,152+20.3% | $4,628+34.0% | $4,779+29.7% |
| Participant deferral / active EE | $13,513 | $6,800+98.7% | $6,426+110.3% | $5,609+140.9% |
| Admin fee / account holder | $5,076 | $10,917-53.5% | $9,284-45.3% | $10,828-53.1% |