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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 | $216,195 | $138,076+56.6% | $123,553+75.0% | $135,380+59.7% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -5.31% | 153.70%-159.0pp | 119.21%-124.5pp | 519.81%-525.1pp |
| Employer contribution / active EE | $5,778 | $5,152+12.2% | $4,628+24.8% | $4,779+20.9% |
| Participant deferral / active EE | $13,514 | $6,800+98.8% | $6,426+110.3% | $5,609+140.9% |
| Admin fee / account holder | $22,248 | $10,917+103.8% | $9,284+139.6% | $10,828+105.5% |