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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 | $115,541 | $138,076-16.3% | $123,553-6.5% | $135,380-14.7% |
| Participation rate | 90.0% | 84.7%+5.3pp | 82.3%+7.7pp | 82.6%+7.4pp |
| Annual return | -5.81% | 153.70%-159.5pp | 119.21%-125.0pp | 519.81%-525.6pp |
| Employer contribution / active EE | $10,978 | $5,152+113.1% | $4,628+137.2% | $4,779+129.7% |
| Participant deferral / active EE | $7,088 | $6,800+4.2% | $6,426+10.3% | $5,609+26.4% |
| Admin fee / account holder | $43,978 | $10,917+302.9% | $9,284+373.7% | $10,828+306.1% |