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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 | $245,588 | $180,459+36.1% | $154,108+59.4% | $135,380+81.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -0.49% | 888.21%-888.7pp | 735.21%-735.7pp | 519.81%-520.3pp |
| Employer contribution / active EE | $15,266 | $6,035+152.9% | $5,298+188.2% | $4,779+219.4% |
| Participant deferral / active EE | $11,843 | $5,806+104.0% | $5,081+133.1% | $5,609+111.1% |
| Admin fee / account holder | $60,563 | $16,145+275.1% | $13,411+351.6% | $10,828+459.3% |