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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 | $164,011 | $138,072+18.8% | $123,549+32.7% | $135,382+21.1% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -7.06% | 153.69%-160.8pp | 119.20%-126.3pp | 519.77%-526.8pp |
| Employer contribution / active EE | $15,380 | $5,152+198.5% | $4,628+232.3% | $4,779+221.8% |
| Participant deferral / active EE | $14,339 | $6,799+110.9% | $6,426+123.2% | $5,609+155.7% |
| Admin fee / account holder | $719 | $10,917-93.4% | $9,284-92.3% | $10,829-93.4% |