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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 | $139,150 | $180,459-22.9% | $154,108-9.7% | $135,380+2.8% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -3.60% | 888.21%-891.8pp | 735.21%-738.8pp | 519.81%-523.4pp |
| Employer contribution / active EE | $10,897 | $6,035+80.6% | $5,298+105.7% | $4,779+128.0% |
| Participant deferral / active EE | $7,717 | $5,806+32.9% | $5,081+51.9% | $5,609+37.6% |
| Admin fee / account holder | $977 | $16,145-93.9% | $13,411-92.7% | $10,828-91.0% |