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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 | $222,456 | $138,075+61.1% | $123,552+80.1% | $135,379+64.3% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -8.74% | 153.70%-162.4pp | 119.20%-127.9pp | 519.79%-528.5pp |
| Employer contribution / active EE | $25,250 | $5,152+390.1% | $4,628+445.6% | $4,779+428.4% |
| Participant deferral / active EE | $18,500 | $6,800+172.1% | $6,426+187.9% | $5,609+229.8% |
| Admin fee / account holder | $996 | $10,917-90.9% | $9,285-89.3% | $10,828-90.8% |