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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 | $242,521 | $138,076+75.6% | $123,553+96.3% | $135,380+79.1% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -6.59% | 153.70%-160.3pp | 119.21%-125.8pp | 519.81%-526.4pp |
| Employer contribution / active EE | $17,523 | $5,152+240.1% | $4,628+278.6% | $4,779+266.7% |
| Participant deferral / active EE | $12,941 | $6,800+90.3% | $6,426+101.4% | $5,609+130.7% |
| Admin fee / account holder | $2,336 | $10,917-78.6% | $9,284-74.8% | $10,828-78.4% |