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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 | $156,591 | $138,075+13.4% | $123,552+26.7% | $135,379+15.7% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -2.09% | 153.70%-155.8pp | 119.20%-121.3pp | 519.79%-521.9pp |
| Employer contribution / active EE | $16,837 | $5,152+226.8% | $4,628+263.8% | $4,779+252.3% |
| Participant deferral / active EE | $18,163 | $6,800+167.1% | $6,426+182.7% | $5,609+223.8% |
| Admin fee / account holder | $4,128 | $10,917-62.2% | $9,285-55.5% | $10,828-61.9% |