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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 | $139,255 | $138,075+0.9% | $123,552+12.7% | $135,379+2.9% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -5.15% | 153.70%-158.8pp | 119.20%-124.4pp | 519.79%-524.9pp |
| Employer contribution / active EE | $8,613 | $5,152+67.2% | $4,628+86.1% | $4,779+80.2% |
| Participant deferral / active EE | $9,101 | $6,800+33.8% | $6,426+41.6% | $5,609+62.3% |
| Admin fee / account holder | $3,918 | $10,917-64.1% | $9,285-57.8% | $10,828-63.8% |