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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 | $166,470 | $138,075+20.6% | $123,552+34.7% | $135,379+23.0% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -3.15% | 153.70%-156.8pp | 119.20%-122.3pp | 519.79%-522.9pp |
| Employer contribution / active EE | $16,884 | $5,152+227.7% | $4,628+264.8% | $4,779+253.3% |
| Participant deferral / active EE | $12,066 | $6,800+77.5% | $6,426+87.8% | $5,609+115.1% |
| Admin fee / account holder | $4,052 | $10,917-62.9% | $9,285-56.4% | $10,828-62.6% |