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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 | $189,202 | $138,076+37.0% | $123,553+53.1% | $135,380+39.8% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -3.27% | 153.70%-157.0pp | 119.21%-122.5pp | 519.81%-523.1pp |
| Employer contribution / active EE | $20,000 | $5,152+288.2% | $4,628+332.1% | $4,779+318.5% |
| Participant deferral / active EE | $14,525 | $6,800+113.6% | $6,426+126.0% | $5,609+159.0% |
| Admin fee / account holder | $1,432 | $10,917-86.9% | $9,284-84.6% | $10,828-86.8% |