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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 | $206,511 | $180,459+14.4% | $154,108+34.0% | $135,380+52.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -3.85% | 888.21%-892.1pp | 735.21%-739.1pp | 519.81%-523.7pp |
| Employer contribution / active EE | $10,064 | $6,035+66.8% | $5,298+90.0% | $4,779+110.6% |
| Participant deferral / active EE | $14,643 | $5,806+152.2% | $5,081+188.2% | $5,609+161.1% |
| Admin fee / account holder | $3,669 | $16,145-77.3% | $13,411-72.6% | $10,828-66.1% |