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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 | $210,808 | $138,076+52.7% | $123,553+70.6% | $135,380+55.7% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -7.38% | 153.70%-161.1pp | 119.21%-126.6pp | 519.81%-527.2pp |
| Employer contribution / active EE | $27,375 | $5,152+431.4% | $4,628+491.5% | $4,779+472.8% |
| Participant deferral / active EE | $13,875 | $6,800+104.1% | $6,426+115.9% | $5,609+147.4% |
| Admin fee / account holder | $773 | $10,917-92.9% | $9,284-91.7% | $10,828-92.9% |