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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 | $163,486 | $138,076+18.4% | $123,553+32.3% | $135,380+20.8% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -6.33% | 153.70%-160.0pp | 119.21%-125.5pp | 519.81%-526.1pp |
| Employer contribution / active EE | $9,262 | $5,152+79.8% | $4,628+100.1% | $4,779+93.8% |
| Participant deferral / active EE | $7,657 | $6,800+12.6% | $6,426+19.2% | $5,609+36.5% |
| Admin fee / account holder | $20,468 | $10,917+87.5% | $9,284+120.5% | $10,828+89.0% |