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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 | $180,625 | $180,459+0.1% | $154,108+17.2% | $135,380+33.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -8.04% | 888.21%-896.2pp | 735.21%-743.2pp | 519.81%-527.8pp |
| Employer contribution / active EE | $11,474 | $6,035+90.1% | $5,298+116.6% | $4,779+140.1% |
| Participant deferral / active EE | $6,875 | $5,806+18.4% | $5,081+35.3% | $5,609+22.6% |
| Admin fee / account holder | $1,733 | $16,145-89.3% | $13,411-87.1% | $10,828-84.0% |