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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 | $199,083 | $138,076+44.2% | $123,553+61.1% | $135,380+47.1% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -0.66% | 153.70%-154.4pp | 119.21%-119.9pp | 519.81%-520.5pp |
| Employer contribution / active EE | $10,014 | $5,152+94.4% | $4,628+116.4% | $4,779+109.6% |
| Participant deferral / active EE | $9,150 | $6,800+34.6% | $6,426+42.4% | $5,609+63.1% |
| Admin fee / account holder | $3,050 | $10,917-72.1% | $9,284-67.2% | $10,828-71.8% |