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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 | $216,456 | $138,075+56.8% | $123,552+75.2% | $135,379+59.9% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -4.92% | 153.70%-158.6pp | 119.20%-124.1pp | 519.79%-524.7pp |
| Employer contribution / active EE | $8,672 | $5,152+68.3% | $4,628+87.4% | $4,779+81.5% |
| Participant deferral / active EE | $11,494 | $6,800+69.0% | $6,426+78.9% | $5,609+104.9% |
| Admin fee / account holder | $2,467 | $10,917-77.4% | $9,285-73.4% | $10,828-77.2% |