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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 | $184,460 | $138,076+33.6% | $123,553+49.3% | $135,380+36.3% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -2.07% | 153.70%-155.8pp | 119.21%-121.3pp | 519.81%-521.9pp |
| Employer contribution / active EE | $3,718 | $5,152-27.8% | $4,628-19.7% | $4,779-22.2% |
| Participant deferral / active EE | $20,043 | $6,800+194.8% | $6,426+211.9% | $5,609+257.3% |
| Admin fee / account holder | $1,032 | $10,917-90.5% | $9,284-88.9% | $10,828-90.5% |