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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 | $155,029 | $138,075+12.3% | $123,552+25.5% | $135,379+14.5% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -7.05% | 153.70%-160.7pp | 119.20%-126.3pp | 519.79%-526.8pp |
| Employer contribution / active EE | $8,679 | $5,152+68.5% | $4,628+87.5% | $4,779+81.6% |
| Participant deferral / active EE | $6,255 | $6,800-8.0% | $6,426-2.7% | $5,609+11.5% |
| Admin fee / account holder | $1,438 | $10,917-86.8% | $9,285-84.5% | $10,828-86.7% |