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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 | $140,175 | $138,076+1.5% | $123,553+13.5% | $135,380+3.5% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -5.94% | 153.70%-159.6pp | 119.21%-125.1pp | 519.81%-525.7pp |
| Employer contribution / active EE | $7,250 | $5,152+40.7% | $4,628+56.7% | $4,779+51.7% |
| Participant deferral / active EE | $7,250 | $6,800+6.6% | $6,426+12.8% | $5,609+29.3% |
| Admin fee / account holder | $2,553 | $10,917-76.6% | $9,284-72.5% | $10,828-76.4% |