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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 | $211,972 | $138,076+53.5% | $123,553+71.6% | $135,380+56.6% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -5.08% | 153.70%-158.8pp | 119.21%-124.3pp | 519.81%-524.9pp |
| Employer contribution / active EE | $18,027 | $5,152+249.9% | $4,628+289.5% | $4,779+277.2% |
| Participant deferral / active EE | $10,209 | $6,800+50.1% | $6,426+58.9% | $5,609+82.0% |
| Admin fee / account holder | $48,745 | $10,917+346.5% | $9,284+425.0% | $10,828+350.2% |