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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 | $167,318 | $138,076+21.2% | $123,553+35.4% | $135,380+23.6% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -6.99% | 153.70%-160.7pp | 119.21%-126.2pp | 519.81%-526.8pp |
| Employer contribution / active EE | $12,254 | $5,152+137.9% | $4,628+164.8% | $4,779+156.4% |
| Participant deferral / active EE | $10,848 | $6,800+59.5% | $6,426+68.8% | $5,609+93.4% |
| Admin fee / account holder | $4,574 | $10,917-58.1% | $9,284-50.7% | $10,828-57.8% |