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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 | $211,833 | $180,459+17.4% | $154,108+37.5% | $135,380+56.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -5.13% | 888.21%-893.3pp | 735.21%-740.3pp | 519.81%-524.9pp |
| Employer contribution / active EE | $13,617 | $6,035+125.6% | $5,298+157.0% | $4,779+184.9% |
| Participant deferral / active EE | $8,558 | $5,806+47.4% | $5,081+68.4% | $5,609+52.6% |
| Admin fee / account holder | $9,986 | $16,145-38.1% | $13,411-25.5% | $10,828-7.8% |