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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 | $225,907 | $180,459+25.2% | $154,108+46.6% | $135,380+66.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -7.30% | 888.21%-895.5pp | 735.21%-742.5pp | 519.81%-527.1pp |
| Employer contribution / active EE | $19,383 | $6,035+221.2% | $5,298+265.9% | $4,779+305.6% |
| Participant deferral / active EE | $2,737 | $5,806-52.9% | $5,081-46.1% | $5,609-51.2% |
| Admin fee / account holder | $2,044 | $16,145-87.3% | $13,411-84.8% | $10,828-81.1% |