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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 | $151,686 | $138,076+9.9% | $123,553+22.8% | $135,380+12.0% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -6.83% | 153.70%-160.5pp | 119.21%-126.0pp | 519.81%-526.6pp |
| Employer contribution / active EE | $12,018 | $5,152+133.3% | $4,628+159.7% | $4,779+151.5% |
| Participant deferral / active EE | $20,000 | $6,800+194.1% | $6,426+211.2% | $5,609+256.6% |
| Admin fee / account holder | $16,106 | $10,917+47.5% | $9,284+73.5% | $10,828+48.7% |