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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 | $244,454 | $180,459+35.5% | $154,108+58.6% | $135,380+80.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -4.49% | 888.21%-892.7pp | 735.21%-739.7pp | 519.81%-524.3pp |
| Employer contribution / active EE | $6,032 | $6,035-0.1% | $5,298+13.9% | $4,779+26.2% |
| Participant deferral / active EE | $9,081 | $5,806+56.4% | $5,081+78.7% | $5,609+61.9% |
| Admin fee / account holder | $1,965 | $16,145-87.8% | $13,411-85.3% | $10,828-81.9% |