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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 | $191,522 | $180,459+6.1% | $154,108+24.3% | $135,380+41.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -3.89% | 888.21%-892.1pp | 735.21%-739.1pp | 519.81%-523.7pp |
| Employer contribution / active EE | $11,921 | $6,035+97.5% | $5,298+125.0% | $4,779+149.4% |
| Participant deferral / active EE | $11,463 | $5,806+97.4% | $5,081+125.6% | $5,609+104.4% |
| Admin fee / account holder | $9,941 | $16,145-38.4% | $13,411-25.9% | $10,828-8.2% |