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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 | $234,840 | $138,075+70.1% | $123,552+90.1% | $135,379+73.5% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -7.45% | 153.70%-161.1pp | 119.20%-126.7pp | 519.79%-527.2pp |
| Employer contribution / active EE | $15,817 | $5,152+207.0% | $4,628+241.8% | $4,779+231.0% |
| Participant deferral / active EE | $11,653 | $6,800+71.4% | $6,426+81.3% | $5,609+107.7% |
| Admin fee / account holder | $23,888 | $10,917+118.8% | $9,285+157.3% | $10,828+120.6% |