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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 | $220,261 | $138,075+59.5% | $123,552+78.3% | $135,379+62.7% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -6.76% | 153.70%-160.5pp | 119.20%-126.0pp | 519.79%-526.5pp |
| Employer contribution / active EE | $15,949 | $5,152+209.6% | $4,628+244.6% | $4,779+233.7% |
| Participant deferral / active EE | $10,173 | $6,800+49.6% | $6,426+58.3% | $5,609+81.4% |
| Admin fee / account holder | $1,375 | $10,917-87.4% | $9,285-85.2% | $10,828-87.3% |