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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 | $155,283 | $138,075+12.5% | $123,552+25.7% | $135,379+14.7% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -6.36% | 153.70%-160.1pp | 119.20%-125.6pp | 519.79%-526.2pp |
| Employer contribution / active EE | $13,256 | $5,152+157.3% | $4,628+186.4% | $4,779+177.4% |
| Participant deferral / active EE | $3,270 | $6,800-51.9% | $6,426-49.1% | $5,609-41.7% |
| Admin fee / account holder | $8,747 | $10,917-19.9% | $9,285-5.8% | $10,828-19.2% |