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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 | $188,180 | $138,075+36.3% | $123,552+52.3% | $135,379+39.0% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -6.46% | 153.70%-160.2pp | 119.20%-125.7pp | 519.79%-526.2pp |
| Employer contribution / active EE | $8,017 | $5,152+55.6% | $4,628+73.2% | $4,779+67.8% |
| Participant deferral / active EE | $8,709 | $6,800+28.1% | $6,426+35.5% | $5,609+55.3% |
| Admin fee / account holder | $1,237 | $10,917-88.7% | $9,285-86.7% | $10,828-88.6% |