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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 | $208,941 | $190,879+9.5% | $160,009+30.6% | $134,532+55.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -19.03% | 552.63%-571.7pp | 408.85%-427.9pp | 418.27%-437.3pp |
| Employer contribution / active EE | $25,809 | $4,995+416.7% | $4,225+510.8% | $4,741+444.4% |
| Participant deferral / active EE | $19,978 | $6,924+188.5% | $6,183+223.1% | $6,401+212.1% |
| Admin fee / account holder | $2,459 | $10,495-76.6% | $8,715-71.8% | $11,429-78.5% |