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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 | $231,321 | $142,392+62.5% | $119,622+93.4% | $134,532+71.9% |
| Participation rate | 95.7% | 82.8%+12.8pp | 79.3%+16.4pp | 81.2%+14.4pp |
| Annual return | 129.90% | -12.46%+142.4pp | -14.98%+144.9pp | 418.27%-288.4pp |
| Employer contribution / active EE | $17,219 | $5,224+229.6% | $4,232+306.9% | $4,741+263.2% |
| Participant deferral / active EE | $0 | $6,467-100.0% | $5,601-100.0% | $6,401-100.0% |
| Admin fee / account holder | $3,454 | $13,593-74.6% | $10,328-66.6% | $11,429-69.8% |