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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 | $186,947 | $138,076+35.4% | $123,553+51.3% | $135,380+38.1% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -4.10% | 153.70%-157.8pp | 119.21%-123.3pp | 519.81%-523.9pp |
| Employer contribution / active EE | $12,500 | $5,152+142.6% | $4,628+170.1% | $4,779+161.6% |
| Participant deferral / active EE | $6,702 | $6,800-1.4% | $6,426+4.3% | $5,609+19.5% |
| Admin fee / account holder | $39,413 | $10,917+261.0% | $9,284+324.5% | $10,828+264.0% |