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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 | $150,060 | $138,072+8.7% | $123,549+21.5% | $135,382+10.8% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -8.46% | 153.69%-162.1pp | 119.20%-127.7pp | 519.77%-528.2pp |
| Employer contribution / active EE | $10,922 | $5,152+112.0% | $4,628+136.0% | $4,779+128.6% |
| Participant deferral / active EE | $12,593 | $6,799+85.2% | $6,426+96.0% | $5,609+124.5% |
| Admin fee / account holder | $637 | $10,917-94.2% | $9,284-93.1% | $10,829-94.1% |