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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 | $246,357 | $180,459+36.5% | $154,108+59.9% | $135,380+82.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -7.69% | 888.21%-895.9pp | 735.21%-742.9pp | 519.81%-527.5pp |
| Employer contribution / active EE | $14,807 | $6,035+145.3% | $5,298+179.5% | $4,779+209.8% |
| Participant deferral / active EE | $9,738 | $5,806+67.7% | $5,081+91.7% | $5,609+73.6% |
| Admin fee / account holder | $5,251 | $16,145-67.5% | $13,411-60.8% | $10,828-51.5% |