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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 | $190,536 | $138,075+38.0% | $123,552+54.2% | $135,379+40.7% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -5.91% | 153.70%-159.6pp | 119.20%-125.1pp | 519.79%-525.7pp |
| Employer contribution / active EE | $8,283 | $5,152+60.8% | $4,628+79.0% | $4,779+73.3% |
| Participant deferral / active EE | $13,892 | $6,800+104.3% | $6,426+116.2% | $5,609+147.7% |
| Admin fee / account holder | $1,430 | $10,917-86.9% | $9,285-84.6% | $10,828-86.8% |