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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 | $216,430 | $138,076+56.7% | $123,553+75.2% | $135,380+59.9% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -6.14% | 153.70%-159.8pp | 119.21%-125.3pp | 519.81%-525.9pp |
| Employer contribution / active EE | $16,664 | $5,152+223.5% | $4,628+260.1% | $4,779+248.7% |
| Participant deferral / active EE | $7,196 | $6,800+5.8% | $6,426+12.0% | $5,609+28.3% |
| Admin fee / account holder | $83,586 | $10,917+665.7% | $9,284+800.3% | $10,828+671.9% |