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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 | $220,036 | $138,076+59.4% | $123,553+78.1% | $135,380+62.5% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -6.16% | 153.70%-159.9pp | 119.21%-125.4pp | 519.81%-526.0pp |
| Employer contribution / active EE | $10,804 | $5,152+109.7% | $4,628+133.4% | $4,779+126.1% |
| Participant deferral / active EE | $10,018 | $6,800+47.3% | $6,426+55.9% | $5,609+78.6% |
| Admin fee / account holder | $1,790 | $10,917-83.6% | $9,284-80.7% | $10,828-83.5% |