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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 | $237,015 | $138,076+71.7% | $123,553+91.8% | $135,380+75.1% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -9.01% | 153.70%-162.7pp | 119.21%-128.2pp | 519.81%-528.8pp |
| Employer contribution / active EE | $8,590 | $5,152+66.7% | $4,628+85.6% | $4,779+79.8% |
| Participant deferral / active EE | $5,472 | $6,800-19.5% | $6,426-14.8% | $5,609-2.4% |
| Admin fee / account holder | $1,752 | $10,917-83.9% | $9,284-81.1% | $10,828-83.8% |