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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 | $226,224 | $138,076+63.8% | $123,553+83.1% | $135,380+67.1% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -5.04% | 153.70%-158.7pp | 119.21%-124.2pp | 519.81%-524.8pp |
| Employer contribution / active EE | $8,930 | $5,152+73.3% | $4,628+92.9% | $4,779+86.9% |
| Participant deferral / active EE | $9,199 | $6,800+35.3% | $6,426+43.2% | $5,609+64.0% |
| Admin fee / account holder | $302 | $10,917-97.2% | $9,284-96.7% | $10,828-97.2% |