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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 | $149,585 | $138,072+8.3% | $123,549+21.1% | $135,382+10.5% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -7.18% | 153.69%-160.9pp | 119.20%-126.4pp | 519.77%-527.0pp |
| Employer contribution / active EE | $23,928 | $5,152+364.5% | $4,628+417.0% | $4,779+400.7% |
| Participant deferral / active EE | $12,166 | $6,799+78.9% | $6,426+89.3% | $5,609+116.9% |
| Admin fee / account holder | $1,169 | $10,917-89.3% | $9,284-87.4% | $10,829-89.2% |