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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 | $168,293 | $138,076+21.9% | $123,553+36.2% | $135,380+24.3% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -7.27% | 153.70%-161.0pp | 119.21%-126.5pp | 519.81%-527.1pp |
| Employer contribution / active EE | $15,774 | $5,152+206.2% | $4,628+240.8% | $4,779+230.1% |
| Participant deferral / active EE | $9,852 | $6,800+44.9% | $6,426+53.3% | $5,609+75.7% |
| Admin fee / account holder | $1,217 | $10,917-88.8% | $9,284-86.9% | $10,828-88.8% |