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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 | $205,396 | $138,076+48.8% | $123,553+66.2% | $135,380+51.7% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -7.75% | 153.70%-161.4pp | 119.21%-127.0pp | 519.81%-527.6pp |
| Employer contribution / active EE | $6,866 | $5,152+33.3% | $4,628+48.3% | $4,779+43.7% |
| Participant deferral / active EE | $7,156 | $6,800+5.2% | $6,426+11.4% | $5,609+27.6% |
| Admin fee / account holder | $12,440 | $10,917+14.0% | $9,284+34.0% | $10,828+14.9% |