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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 | $214,327 | $180,459+18.8% | $154,108+39.1% | $135,380+58.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -5.98% | 888.21%-894.2pp | 735.21%-741.2pp | 519.81%-525.8pp |
| Employer contribution / active EE | $11,669 | $6,035+93.4% | $5,298+120.3% | $4,779+144.2% |
| Participant deferral / active EE | $10,809 | $5,806+86.1% | $5,081+112.7% | $5,609+92.7% |
| Admin fee / account holder | $29,638 | $16,145+83.6% | $13,411+121.0% | $10,828+173.7% |