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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 | $214,322 | $180,459+18.8% | $154,108+39.1% | $135,380+58.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -2.54% | 888.21%-890.7pp | 735.21%-737.7pp | 519.81%-522.3pp |
| Employer contribution / active EE | $8,474 | $6,035+40.4% | $5,298+60.0% | $4,779+77.3% |
| Participant deferral / active EE | $4,707 | $5,806-18.9% | $5,081-7.3% | $5,609-16.1% |
| Admin fee / account holder | $2,772 | $16,145-82.8% | $13,411-79.3% | $10,828-74.4% |