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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 | $208,002 | $180,462+15.3% | $154,111+35.0% | $135,379+53.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -3.20% | 888.17%-891.4pp | 735.18%-738.4pp | 519.79%-523.0pp |
| Employer contribution / active EE | $8,305 | $6,036+37.6% | $5,298+56.8% | $4,779+73.8% |
| Participant deferral / active EE | $6,092 | $5,806+4.9% | $5,081+19.9% | $5,609+8.6% |
| Admin fee / account holder | $117,551 | $16,145+628.1% | $13,411+776.5% | $10,828+985.6% |