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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 | $158,428 | $138,075+14.7% | $123,552+28.2% | $135,379+17.0% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -4.29% | 153.70%-158.0pp | 119.20%-123.5pp | 519.79%-524.1pp |
| Employer contribution / active EE | $7,775 | $5,152+50.9% | $4,628+68.0% | $4,779+62.7% |
| Participant deferral / active EE | $8,582 | $6,800+26.2% | $6,426+33.6% | $5,609+53.0% |
| Admin fee / account holder | $1,097 | $10,917-89.9% | $9,285-88.2% | $10,828-89.9% |