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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 | $199,326 | $138,076+44.4% | $123,553+61.3% | $135,380+47.2% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -5.19% | 153.70%-158.9pp | 119.21%-124.4pp | 519.81%-525.0pp |
| Employer contribution / active EE | $8,009 | $5,152+55.5% | $4,628+73.0% | $4,779+67.6% |
| Participant deferral / active EE | $8,281 | $6,800+21.8% | $6,426+28.9% | $5,609+47.6% |
| Admin fee / account holder | $32,808 | $10,917+200.5% | $9,284+253.4% | $10,828+203.0% |