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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 | $183,423 | $180,462+1.6% | $154,111+19.0% | $135,379+35.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -4.99% | 888.17%-893.2pp | 735.18%-740.2pp | 519.79%-524.8pp |
| Employer contribution / active EE | $28,522 | $6,036+372.6% | $5,298+438.4% | $4,779+496.8% |
| Participant deferral / active EE | $20,149 | $5,806+247.0% | $5,081+296.6% | $5,609+259.2% |
| Admin fee / account holder | $15,276 | $16,145-5.4% | $13,411+13.9% | $10,828+41.1% |