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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 | $217,143 | $138,076+57.3% | $123,553+75.7% | $135,380+60.4% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -8.81% | 153.70%-162.5pp | 119.21%-128.0pp | 519.81%-528.6pp |
| Employer contribution / active EE | $10,692 | $5,152+107.5% | $4,628+131.0% | $4,779+123.7% |
| Participant deferral / active EE | $13,844 | $6,800+103.6% | $6,426+115.4% | $5,609+146.8% |
| Admin fee / account holder | $594 | $10,917-94.6% | $9,284-93.6% | $10,828-94.5% |