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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 | $180,548 | $138,072+30.8% | $123,549+46.1% | $135,382+33.4% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -3.49% | 153.69%-157.2pp | 119.20%-122.7pp | 519.77%-523.3pp |
| Employer contribution / active EE | $6,822 | $5,152+32.4% | $4,628+47.4% | $4,779+42.8% |
| Participant deferral / active EE | $10,977 | $6,799+61.4% | $6,426+70.8% | $5,609+95.7% |
| Admin fee / account holder | $54,486 | $10,917+399.1% | $9,284+486.9% | $10,829+403.2% |