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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 | $128,289 | $180,462-28.9% | $154,111-16.8% | $135,379-5.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -2.36% | 888.17%-890.5pp | 735.18%-737.5pp | 519.79%-522.1pp |
| Employer contribution / active EE | $8,723 | $6,036+44.5% | $5,298+64.7% | $4,779+82.5% |
| Participant deferral / active EE | $11,197 | $5,806+92.8% | $5,081+120.4% | $5,609+99.6% |
| Admin fee / account holder | $585 | $16,145-96.4% | $13,411-95.6% | $10,828-94.6% |