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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 | $151,683 | $138,075+9.9% | $123,552+22.8% | $135,379+12.0% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -6.63% | 153.70%-160.3pp | 119.20%-125.8pp | 519.79%-526.4pp |
| Employer contribution / active EE | $6,561 | $5,152+27.4% | $4,628+41.8% | $4,779+37.3% |
| Participant deferral / active EE | $10,233 | $6,800+50.5% | $6,426+59.2% | $5,609+82.4% |
| Admin fee / account holder | $9,859 | $10,917-9.7% | $9,285+6.2% | $10,828-8.9% |