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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 | $247,435 | $180,459+37.1% | $154,108+60.6% | $135,380+82.8% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -6.29% | 888.21%-894.5pp | 735.21%-741.5pp | 519.81%-526.1pp |
| Employer contribution / active EE | $10,347 | $6,035+71.4% | $5,298+95.3% | $4,779+116.5% |
| Participant deferral / active EE | $8,957 | $5,806+54.3% | $5,081+76.3% | $5,609+59.7% |
| Admin fee / account holder | $2,964 | $16,145-81.6% | $13,411-77.9% | $10,828-72.6% |