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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 | $244,426 | $138,076+77.0% | $123,553+97.8% | $135,380+80.5% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -7.96% | 153.70%-161.7pp | 119.21%-127.2pp | 519.81%-527.8pp |
| Employer contribution / active EE | $14,679 | $5,152+184.9% | $4,628+217.2% | $4,779+207.2% |
| Participant deferral / active EE | $9,765 | $6,800+43.6% | $6,426+52.0% | $5,609+74.1% |
| Admin fee / account holder | $2,883 | $10,917-73.6% | $9,284-68.9% | $10,828-73.4% |