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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 | $211,744 | $138,076+53.4% | $123,553+71.4% | $135,380+56.4% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -5.45% | 153.70%-159.2pp | 119.21%-124.7pp | 519.81%-525.3pp |
| Employer contribution / active EE | $11,466 | $5,152+122.6% | $4,628+147.7% | $4,779+139.9% |
| Participant deferral / active EE | $4,593 | $6,800-32.4% | $6,426-28.5% | $5,609-18.1% |
| Admin fee / account holder | $38,842 | $10,917+255.8% | $9,284+318.4% | $10,828+258.7% |