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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 | $115,445 | $138,076-16.4% | $123,553-6.6% | $135,380-14.7% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -5.52% | 153.70%-159.2pp | 119.21%-124.7pp | 519.81%-525.3pp |
| Employer contribution / active EE | $8,649 | $5,152+67.9% | $4,628+86.9% | $4,779+81.0% |
| Participant deferral / active EE | $13,359 | $6,800+96.5% | $6,426+107.9% | $5,609+138.2% |
| Admin fee / account holder | $30,333 | $10,917+177.9% | $9,284+226.7% | $10,828+180.1% |