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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 | $156,822 | $138,075+13.6% | $123,552+26.9% | $135,379+15.8% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -4.05% | 153.70%-157.7pp | 119.20%-123.2pp | 519.79%-523.8pp |
| Employer contribution / active EE | $16,617 | $5,152+222.6% | $4,628+259.1% | $4,779+247.7% |
| Participant deferral / active EE | $10,318 | $6,800+51.8% | $6,426+60.6% | $5,609+84.0% |
| Admin fee / account holder | $5,714 | $10,917-47.7% | $9,285-38.5% | $10,828-47.2% |