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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 | $230,672 | $138,075+67.1% | $123,552+86.7% | $135,379+70.4% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -8.80% | 153.70%-162.5pp | 119.20%-128.0pp | 519.79%-528.6pp |
| Employer contribution / active EE | $15,031 | $5,152+191.8% | $4,628+224.8% | $4,779+214.5% |
| Participant deferral / active EE | $9,600 | $6,800+41.2% | $6,426+49.4% | $5,609+71.2% |
| Admin fee / account holder | $22,897 | $10,917+109.7% | $9,285+146.6% | $10,828+111.5% |