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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 | $241,128 | $180,466+33.6% | $154,114+56.5% | $135,382+78.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -6.66% | 888.15%-894.8pp | 735.16%-741.8pp | 519.77%-526.4pp |
| Employer contribution / active EE | $14,203 | $6,035+135.3% | $5,298+168.1% | $4,779+197.2% |
| Participant deferral / active EE | $6,175 | $5,806+6.3% | $5,081+21.5% | $5,609+10.1% |
| Admin fee / account holder | $1,227 | $16,144-92.4% | $13,411-90.8% | $10,829-88.7% |