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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 | $155,682 | $138,075+12.8% | $123,552+26.0% | $135,379+15.0% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -7.45% | 153.70%-161.1pp | 119.20%-126.7pp | 519.79%-527.2pp |
| Employer contribution / active EE | $11,726 | $5,152+127.6% | $4,628+153.4% | $4,779+145.4% |
| Participant deferral / active EE | $8,400 | $6,800+23.5% | $6,426+30.7% | $5,609+49.8% |
| Admin fee / account holder | $1,339 | $10,917-87.7% | $9,285-85.6% | $10,828-87.6% |