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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 | $209,594 | $138,076+51.8% | $123,553+69.6% | $135,380+54.8% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -6.74% | 153.70%-160.4pp | 119.21%-125.9pp | 519.81%-526.5pp |
| Employer contribution / active EE | $13,148 | $5,152+155.2% | $4,628+184.1% | $4,779+175.1% |
| Participant deferral / active EE | $7,328 | $6,800+7.8% | $6,426+14.0% | $5,609+30.7% |
| Admin fee / account holder | $11,415 | $10,917+4.6% | $9,284+22.9% | $10,828+5.4% |