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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 | $187,435 | $138,076+35.7% | $123,553+51.7% | $135,380+38.5% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -6.76% | 153.70%-160.5pp | 119.21%-126.0pp | 519.81%-526.6pp |
| Employer contribution / active EE | $7,158 | $5,152+38.9% | $4,628+54.7% | $4,779+49.8% |
| Participant deferral / active EE | $14,123 | $6,800+107.7% | $6,426+119.8% | $5,609+151.8% |
| Admin fee / account holder | $13,744 | $10,917+25.9% | $9,284+48.0% | $10,828+26.9% |