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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 | $152,050 | $138,076+10.1% | $123,553+23.1% | $135,380+12.3% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -6.20% | 153.70%-159.9pp | 119.21%-125.4pp | 519.81%-526.0pp |
| Employer contribution / active EE | $19,869 | $5,152+285.7% | $4,628+329.3% | $4,779+315.8% |
| Participant deferral / active EE | $11,311 | $6,800+66.4% | $6,426+76.0% | $5,609+101.7% |
| Admin fee / account holder | $2,625 | $10,917-76.0% | $9,284-71.7% | $10,828-75.8% |