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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 | $217,771 | $138,076+57.7% | $123,553+76.3% | $135,380+60.9% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -7.20% | 153.70%-160.9pp | 119.21%-126.4pp | 519.81%-527.0pp |
| Employer contribution / active EE | $11,851 | $5,152+130.0% | $4,628+156.1% | $4,779+148.0% |
| Participant deferral / active EE | $13,230 | $6,800+94.6% | $6,426+105.9% | $5,609+135.9% |
| Admin fee / account holder | $5,634 | $10,917-48.4% | $9,284-39.3% | $10,828-48.0% |