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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 | $225,011 | $138,075+63.0% | $123,552+82.1% | $135,379+66.2% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -7.29% | 153.70%-161.0pp | 119.20%-126.5pp | 519.79%-527.1pp |
| Employer contribution / active EE | $13,345 | $5,152+159.0% | $4,628+188.4% | $4,779+179.3% |
| Participant deferral / active EE | $10,402 | $6,800+53.0% | $6,426+61.9% | $5,609+85.4% |
| Admin fee / account holder | $1,565 | $10,917-85.7% | $9,285-83.1% | $10,828-85.6% |