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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 | $159,797 | $138,075+15.7% | $123,552+29.3% | $135,379+18.0% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -7.05% | 153.70%-160.8pp | 119.20%-126.3pp | 519.79%-526.8pp |
| Employer contribution / active EE | $6,179 | $5,152+19.9% | $4,628+33.5% | $4,779+29.3% |
| Participant deferral / active EE | $8,463 | $6,800+24.5% | $6,426+31.7% | $5,609+50.9% |
| Admin fee / account holder | $10,563 | $10,917-3.2% | $9,285+13.8% | $10,828-2.4% |