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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 | $158,413 | $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 | -1.43% | 153.70%-155.1pp | 119.20%-120.6pp | 519.79%-521.2pp |
| Employer contribution / active EE | $8,967 | $5,152+74.1% | $4,628+93.8% | $4,779+87.6% |
| Participant deferral / active EE | $9,314 | $6,800+37.0% | $6,426+44.9% | $5,609+66.1% |
| Admin fee / account holder | $397 | $10,917-96.4% | $9,285-95.7% | $10,828-96.3% |