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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 | $218,131 | $160,059+36.3% | $140,019+55.8% | $135,382+61.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -5.87% | 911.44%-917.3pp | 651.15%-657.0pp | 519.77%-525.6pp |
| Employer contribution / active EE | $13,958 | $6,420+117.4% | $5,605+149.0% | $4,779+192.1% |
| Participant deferral / active EE | $17,299 | $7,641+126.4% | $6,927+149.7% | $5,609+208.4% |
| Admin fee / account holder | $12,535 | $13,328-6.0% | $10,705+17.1% | $10,829+15.8% |