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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 | $183,234 | $138,076+32.7% | $123,553+48.3% | $135,380+35.3% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -4.00% | 153.70%-157.7pp | 119.21%-123.2pp | 519.81%-523.8pp |
| Employer contribution / active EE | $9,314 | $5,152+80.8% | $4,628+101.3% | $4,779+94.9% |
| Participant deferral / active EE | $6,783 | $6,800-0.2% | $6,426+5.6% | $5,609+20.9% |
| Admin fee / account holder | $71,124 | $10,917+551.5% | $9,284+666.0% | $10,828+556.8% |