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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 | $225,263 | $138,076+63.1% | $123,553+82.3% | $135,380+66.4% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -4.96% | 153.70%-158.7pp | 119.21%-124.2pp | 519.81%-524.8pp |
| Employer contribution / active EE | $24,325 | $5,152+372.2% | $4,628+425.6% | $4,779+409.0% |
| Participant deferral / active EE | $8,923 | $6,800+31.2% | $6,426+38.9% | $5,609+59.1% |
| Admin fee / account holder | $9,295 | $10,917-14.9% | $9,284+0.1% | $10,828-14.2% |