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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 | $221,375 | $180,462+22.7% | $154,111+43.6% | $135,379+63.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -4.65% | 888.17%-892.8pp | 735.18%-739.8pp | 519.79%-524.4pp |
| Employer contribution / active EE | $9,483 | $6,036+57.1% | $5,298+79.0% | $4,779+98.4% |
| Participant deferral / active EE | $5,308 | $5,806-8.6% | $5,081+4.5% | $5,609-5.4% |
| Admin fee / account holder | $3,977 | $16,145-75.4% | $13,411-70.3% | $10,828-63.3% |