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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 | $241,982 | $180,459+34.1% | $154,108+57.0% | $135,380+78.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -2.41% | 888.21%-890.6pp | 735.21%-737.6pp | 519.81%-522.2pp |
| Employer contribution / active EE | $13,946 | $6,035+131.1% | $5,298+163.3% | $4,779+191.8% |
| Participant deferral / active EE | $9,698 | $5,806+67.0% | $5,081+90.9% | $5,609+72.9% |
| Admin fee / account holder | $8,318 | $16,145-48.5% | $13,411-38.0% | $10,828-23.2% |