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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 | $218,584 | $180,459+21.1% | $154,108+41.8% | $135,380+61.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -5.14% | 888.21%-893.3pp | 735.21%-740.3pp | 519.81%-524.9pp |
| Employer contribution / active EE | $11,126 | $6,035+84.4% | $5,298+110.0% | $4,779+132.8% |
| Participant deferral / active EE | $5,978 | $5,806+3.0% | $5,081+17.7% | $5,609+6.6% |
| Admin fee / account holder | $42,538 | $16,145+163.5% | $13,411+217.2% | $10,828+292.8% |