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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 | $151,808 | $180,459-15.9% | $154,108-1.5% | $135,380+12.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -7.70% | 888.21%-895.9pp | 735.21%-742.9pp | 519.81%-527.5pp |
| Employer contribution / active EE | $10,614 | $6,035+75.9% | $5,298+100.4% | $4,779+122.1% |
| Participant deferral / active EE | $6,969 | $5,806+20.0% | $5,081+37.2% | $5,609+24.2% |
| Admin fee / account holder | $26,495 | $16,145+64.1% | $13,411+97.6% | $10,828+144.7% |