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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 | $195,213 | $138,076+41.4% | $123,553+58.0% | $135,380+44.2% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -7.54% | 153.70%-161.2pp | 119.21%-126.7pp | 519.81%-527.3pp |
| Employer contribution / active EE | $22,599 | $5,152+338.7% | $4,628+388.3% | $4,779+372.9% |
| Participant deferral / active EE | $12,250 | $6,800+80.2% | $6,426+90.6% | $5,609+118.4% |
| Admin fee / account holder | $9,902 | $10,917-9.3% | $9,284+6.6% | $10,828-8.6% |