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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 | $160,370 | $147,727+8.6% | $115,756+38.5% | $134,532+19.2% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.1%+22.9pp | 81.2%+18.8pp |
| Annual return | -8.81% | 73.96%-82.8pp | 143.14%-152.0pp | 418.27%-427.1pp |
| Employer contribution / active EE | $5,263 | $4,713+11.7% | $3,793+38.8% | $4,741+11.0% |
| Participant deferral / active EE | $0 | $7,563-100.0% | $6,254-100.0% | $6,401-100.0% |
| Admin fee / account holder | $31,439 | $14,571+115.8% | $8,124+287.0% | $11,429+175.1% |