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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 | $223,044 | $180,462+23.6% | $154,111+44.7% | $135,379+64.8% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -4.67% | 888.17%-892.8pp | 735.18%-739.8pp | 519.79%-524.5pp |
| Employer contribution / active EE | $6,746 | $6,036+11.8% | $5,298+27.3% | $4,779+41.2% |
| Participant deferral / active EE | $7,145 | $5,806+23.1% | $5,081+40.6% | $5,609+27.4% |
| Admin fee / account holder | $26,042 | $16,145+61.3% | $13,411+94.2% | $10,828+140.5% |