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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 | $153,563 | $138,075+11.2% | $123,552+24.3% | $135,379+13.4% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -7.28% | 153.70%-161.0pp | 119.20%-126.5pp | 519.79%-527.1pp |
| Employer contribution / active EE | $6,516 | $5,152+26.5% | $4,628+40.8% | $4,779+36.4% |
| Participant deferral / active EE | $9,004 | $6,800+32.4% | $6,426+40.1% | $5,609+60.5% |
| Admin fee / account holder | $3,508 | $10,917-67.9% | $9,285-62.2% | $10,828-67.6% |