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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 | $235,618 | $138,076+70.6% | $123,553+90.7% | $135,380+74.0% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -3.14% | 153.70%-156.8pp | 119.21%-122.3pp | 519.81%-522.9pp |
| Employer contribution / active EE | $17,467 | $5,152+239.0% | $4,628+277.4% | $4,779+265.5% |
| Participant deferral / active EE | $4,220 | $6,800-37.9% | $6,426-34.3% | $5,609-24.8% |
| Admin fee / account holder | $876 | $10,917-92.0% | $9,284-90.6% | $10,828-91.9% |