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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 | $173,373 | $138,076+25.6% | $123,553+40.3% | $135,380+28.1% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -5.74% | 153.70%-159.4pp | 119.21%-124.9pp | 519.81%-525.5pp |
| Employer contribution / active EE | $10,649 | $5,152+106.7% | $4,628+130.1% | $4,779+122.8% |
| Participant deferral / active EE | $8,246 | $6,800+21.3% | $6,426+28.3% | $5,609+47.0% |
| Admin fee / account holder | $25,727 | $10,917+135.7% | $9,284+177.1% | $10,828+137.6% |