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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 | $125,928 | $106,557+18.2% | $91,227+38.0% | $134,545-6.4% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -12.08% | 160.81%-172.9pp | 114.14%-126.2pp | 418.37%-430.5pp |
| Employer contribution / active EE | $6,708 | $3,332+101.3% | $2,851+135.3% | $4,742+41.5% |
| Participant deferral / active EE | $6,407 | $4,719+35.8% | $4,234+51.3% | $6,401+0.1% |
| Admin fee / account holder | $8,153 | $6,235+30.8% | $5,423+50.3% | $11,431-28.7% |