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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 | $167,456 | $138,072+21.3% | $123,549+35.5% | $135,382+23.7% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -8.82% | 153.69%-162.5pp | 119.20%-128.0pp | 519.77%-528.6pp |
| Employer contribution / active EE | $15,544 | $5,152+201.7% | $4,628+235.9% | $4,779+225.3% |
| Participant deferral / active EE | $13,690 | $6,799+101.3% | $6,426+113.0% | $5,609+144.1% |
| Admin fee / account holder | $2,087 | $10,917-80.9% | $9,284-77.5% | $10,829-80.7% |