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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 | $217,830 | $180,466+20.7% | $154,114+41.3% | $135,382+60.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -6.15% | 888.15%-894.3pp | 735.16%-741.3pp | 519.77%-525.9pp |
| Employer contribution / active EE | $7,691 | $6,035+27.4% | $5,298+45.2% | $4,779+60.9% |
| Participant deferral / active EE | $5,241 | $5,806-9.7% | $5,081+3.2% | $5,609-6.6% |
| Admin fee / account holder | $10,788 | $16,144-33.2% | $13,411-19.6% | $10,829-0.4% |