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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 | $225,603 | $138,076+63.4% | $123,553+82.6% | $135,380+66.6% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -5.91% | 153.70%-159.6pp | 119.21%-125.1pp | 519.81%-525.7pp |
| Employer contribution / active EE | $15,929 | $5,152+209.2% | $4,628+244.2% | $4,779+233.3% |
| Participant deferral / active EE | $11,946 | $6,800+75.7% | $6,426+85.9% | $5,609+113.0% |
| Admin fee / account holder | $2,876 | $10,917-73.7% | $9,284-69.0% | $10,828-73.4% |