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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 | $248,454 | $138,075+79.9% | $123,552+101.1% | $135,379+83.5% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -4.73% | 153.70%-158.4pp | 119.20%-123.9pp | 519.79%-524.5pp |
| Employer contribution / active EE | $14,269 | $5,152+177.0% | $4,628+208.3% | $4,779+198.6% |
| Participant deferral / active EE | $0 | $6,800-100.0% | $6,426-100.0% | $5,609-100.0% |
| Admin fee / account holder | $1,931 | $10,917-82.3% | $9,285-79.2% | $10,828-82.2% |