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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 | $185,266 | $138,076+34.2% | $123,553+49.9% | $135,380+36.8% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -6.41% | 153.70%-160.1pp | 119.21%-125.6pp | 519.81%-526.2pp |
| Employer contribution / active EE | $10,179 | $5,152+97.6% | $4,628+119.9% | $4,779+113.0% |
| Participant deferral / active EE | $11,089 | $6,800+63.1% | $6,426+72.6% | $5,609+97.7% |
| Admin fee / account holder | $1,237 | $10,917-88.7% | $9,284-86.7% | $10,828-88.6% |