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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 | $177,645 | $138,075+28.7% | $123,552+43.8% | $135,379+31.2% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -5.16% | 153.70%-158.9pp | 119.20%-124.4pp | 519.79%-524.9pp |
| Employer contribution / active EE | $10,911 | $5,152+111.8% | $4,628+135.8% | $4,779+128.3% |
| Participant deferral / active EE | $8,206 | $6,800+20.7% | $6,426+27.7% | $5,609+46.3% |
| Admin fee / account holder | $5,617 | $10,917-48.5% | $9,285-39.5% | $10,828-48.1% |