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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 | $147,113 | $138,075+6.5% | $123,552+19.1% | $135,379+8.7% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -6.46% | 153.70%-160.2pp | 119.20%-125.7pp | 519.79%-526.2pp |
| Employer contribution / active EE | $10,452 | $5,152+102.9% | $4,628+125.8% | $4,779+118.7% |
| Participant deferral / active EE | $8,569 | $6,800+26.0% | $6,426+33.3% | $5,609+52.8% |
| Admin fee / account holder | $43,191 | $10,917+295.6% | $9,285+365.2% | $10,828+298.9% |