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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 | $233,459 | $180,459+29.4% | $154,108+51.5% | $135,380+72.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -3.44% | 888.21%-891.7pp | 735.21%-738.6pp | 519.81%-523.2pp |
| Employer contribution / active EE | $12,530 | $6,035+107.6% | $5,298+136.5% | $4,779+162.2% |
| Participant deferral / active EE | $6,409 | $5,806+10.4% | $5,081+26.1% | $5,609+14.3% |
| Admin fee / account holder | $550 | $16,145-96.6% | $13,411-95.9% | $10,828-94.9% |