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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 | $97,034 | $180,459-46.2% | $154,108-37.0% | $135,380-28.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -5.51% | 888.21%-893.7pp | 735.21%-740.7pp | 519.81%-525.3pp |
| Employer contribution / active EE | $8,766 | $6,035+45.3% | $5,298+65.5% | $4,779+83.4% |
| Participant deferral / active EE | $9,150 | $5,806+57.6% | $5,081+80.1% | $5,609+63.1% |
| Admin fee / account holder | $25,395 | $16,145+57.3% | $13,411+89.3% | $10,828+134.5% |