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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 | $199,029 | $138,076+44.1% | $123,553+61.1% | $135,380+47.0% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -6.03% | 153.70%-159.7pp | 119.21%-125.2pp | 519.81%-525.8pp |
| Employer contribution / active EE | $1,958 | $5,152-62.0% | $4,628-57.7% | $4,779-59.0% |
| Participant deferral / active EE | $12,000 | $6,800+76.5% | $6,426+86.7% | $5,609+113.9% |
| Admin fee / account holder | $2,651 | $10,917-75.7% | $9,284-71.4% | $10,828-75.5% |