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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 | $151,325 | $138,076+9.6% | $123,553+22.5% | $135,380+11.8% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -3.99% | 153.70%-157.7pp | 119.21%-123.2pp | 519.81%-523.8pp |
| Employer contribution / active EE | $8,667 | $5,152+68.2% | $4,628+87.3% | $4,779+81.4% |
| Participant deferral / active EE | $8,252 | $6,800+21.4% | $6,426+28.4% | $5,609+47.1% |
| Admin fee / account holder | $1,875 | $10,917-82.8% | $9,284-79.8% | $10,828-82.7% |