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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 | $229,416 | $138,076+66.2% | $123,553+85.7% | $135,380+69.5% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -7.00% | 153.70%-160.7pp | 119.21%-126.2pp | 519.81%-526.8pp |
| Employer contribution / active EE | $12,071 | $5,152+134.3% | $4,628+160.8% | $4,779+152.6% |
| Participant deferral / active EE | $15,510 | $6,800+128.1% | $6,426+141.4% | $5,609+176.5% |
| Admin fee / account holder | $1,308 | $10,917-88.0% | $9,284-85.9% | $10,828-87.9% |