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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 | $217,129 | $180,466+20.3% | $154,114+40.9% | $135,382+60.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -6.61% | 888.15%-894.8pp | 735.16%-741.8pp | 519.77%-526.4pp |
| Employer contribution / active EE | $13,533 | $6,035+124.2% | $5,298+155.4% | $4,779+183.2% |
| Participant deferral / active EE | $6,392 | $5,806+10.1% | $5,081+25.8% | $5,609+14.0% |
| Admin fee / account holder | $7,520 | $16,144-53.4% | $13,411-43.9% | $10,829-30.6% |