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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 | $241,208 | $180,459+33.7% | $154,108+56.5% | $135,380+78.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -5.54% | 888.21%-893.8pp | 735.21%-740.7pp | 519.81%-525.3pp |
| Employer contribution / active EE | $11,633 | $6,035+92.7% | $5,298+119.6% | $4,779+143.4% |
| Participant deferral / active EE | $13,218 | $5,806+127.6% | $5,081+160.2% | $5,609+135.7% |
| Admin fee / account holder | $1,524 | $16,145-90.6% | $13,411-88.6% | $10,828-85.9% |