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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 | $152,750 | $138,075+10.6% | $123,552+23.6% | $135,379+12.8% |
| Participation rate | 91.3% | 84.7%+6.6pp | 82.3%+9.0pp | 82.6%+8.7pp |
| Annual return | -5.66% | 153.70%-159.4pp | 119.20%-124.9pp | 519.79%-525.4pp |
| Employer contribution / active EE | $10,385 | $5,152+101.6% | $4,628+124.4% | $4,779+117.3% |
| Participant deferral / active EE | $5,849 | $6,800-14.0% | $6,426-9.0% | $5,609+4.3% |
| Admin fee / account holder | $3,711 | $10,917-66.0% | $9,285-60.0% | $10,828-65.7% |