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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 | $247,474 | $138,076+79.2% | $123,553+100.3% | $135,380+82.8% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -3.13% | 153.70%-156.8pp | 119.21%-122.3pp | 519.81%-522.9pp |
| Employer contribution / active EE | $13,300 | $5,152+158.2% | $4,628+187.4% | $4,779+178.3% |
| Participant deferral / active EE | $12,373 | $6,800+82.0% | $6,426+92.5% | $5,609+120.6% |
| Admin fee / account holder | $549 | $10,917-95.0% | $9,284-94.1% | $10,828-94.9% |