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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 | $228,185 | $138,076+65.3% | $123,553+84.7% | $135,380+68.6% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -7.06% | 153.70%-160.8pp | 119.21%-126.3pp | 519.81%-526.9pp |
| Employer contribution / active EE | $10,797 | $5,152+109.6% | $4,628+133.3% | $4,779+125.9% |
| Participant deferral / active EE | $16,007 | $6,800+135.4% | $6,426+149.1% | $5,609+185.4% |
| Admin fee / account holder | $1,527 | $10,917-86.0% | $9,284-83.6% | $10,828-85.9% |