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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 | $238,668 | $138,075+72.9% | $123,552+93.2% | $135,379+76.3% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -5.64% | 153.70%-159.3pp | 119.20%-124.8pp | 519.79%-525.4pp |
| Employer contribution / active EE | $13,356 | $5,152+159.3% | $4,628+188.6% | $4,779+179.5% |
| Participant deferral / active EE | $9,390 | $6,800+38.1% | $6,426+46.1% | $5,609+67.4% |
| Admin fee / account holder | $1,287 | $10,917-88.2% | $9,285-86.1% | $10,828-88.1% |