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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 | $220,799 | $138,075+59.9% | $123,552+78.7% | $135,379+63.1% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -7.41% | 153.70%-161.1pp | 119.20%-126.6pp | 519.79%-527.2pp |
| Employer contribution / active EE | $4,359 | $5,152-15.4% | $4,628-5.8% | $4,779-8.8% |
| Participant deferral / active EE | $10,657 | $6,800+56.7% | $6,426+65.8% | $5,609+90.0% |
| Admin fee / account holder | $16,704 | $10,917+53.0% | $9,285+79.9% | $10,828+54.3% |