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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 | $242,283 | $160,059+51.4% | $140,019+73.0% | $135,379+79.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -4.97% | 911.44%-916.4pp | 651.15%-656.1pp | 519.79%-524.8pp |
| Employer contribution / active EE | $11,616 | $6,420+80.9% | $5,605+107.2% | $4,779+143.1% |
| Participant deferral / active EE | $6,345 | $7,641-17.0% | $6,927-8.4% | $5,609+13.1% |
| Admin fee / account holder | $10,481 | $13,328-21.4% | $10,705-2.1% | $10,828-3.2% |