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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 | $207,400 | $138,075+50.2% | $123,552+67.9% | $135,379+53.2% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -5.47% | 153.70%-159.2pp | 119.20%-124.7pp | 519.79%-525.3pp |
| Employer contribution / active EE | $25,500 | $5,152+395.0% | $4,628+451.0% | $4,779+433.6% |
| Participant deferral / active EE | $24,500 | $6,800+260.3% | $6,426+281.3% | $5,609+336.8% |
| Admin fee / account holder | $145,689 | $10,917+1234.5% | $9,285+1469.2% | $10,828+1245.5% |