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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 | $141,075 | $180,459-21.8% | $154,108-8.5% | $135,380+4.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -3.67% | 888.21%-891.9pp | 735.21%-738.9pp | 519.81%-523.5pp |
| Employer contribution / active EE | $11,182 | $6,035+85.3% | $5,298+111.1% | $4,779+134.0% |
| Participant deferral / active EE | $7,176 | $5,806+23.6% | $5,081+41.2% | $5,609+27.9% |
| Admin fee / account holder | $859 | $16,145-94.7% | $13,411-93.6% | $10,828-92.1% |