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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 | $121,341 | $138,076-12.1% | $123,553-1.8% | $135,380-10.4% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -6.68% | 153.70%-160.4pp | 119.21%-125.9pp | 519.81%-526.5pp |
| Employer contribution / active EE | $9,634 | $5,152+87.0% | $4,628+108.2% | $4,779+101.6% |
| Participant deferral / active EE | $8,188 | $6,800+20.4% | $6,426+27.4% | $5,609+46.0% |
| Admin fee / account holder | $16,006 | $10,917+46.6% | $9,284+72.4% | $10,828+47.8% |