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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 | $212,505 | $138,072+53.9% | $123,549+72.0% | $135,382+57.0% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -8.13% | 153.69%-161.8pp | 119.20%-127.3pp | 519.77%-527.9pp |
| Employer contribution / active EE | $6,629 | $5,152+28.7% | $4,628+43.2% | $4,779+38.7% |
| Participant deferral / active EE | $10,445 | $6,799+53.6% | $6,426+62.5% | $5,609+86.2% |
| Admin fee / account holder | $2,524 | $10,917-76.9% | $9,284-72.8% | $10,829-76.7% |