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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 | $166,985 | $138,070+20.9% | $123,549+35.2% | $135,377+23.3% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -6.67% | 153.69%-160.4pp | 119.20%-125.9pp | 519.75%-526.4pp |
| Employer contribution / active EE | $8,350 | $5,152+62.1% | $4,628+80.4% | $4,779+74.7% |
| Participant deferral / active EE | $0 | $6,799-100.0% | $6,426-100.0% | $5,609-100.0% |
| Admin fee / account holder | $17,211 | $10,916+57.7% | $9,284+85.4% | $10,828+58.9% |