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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 | $123,941 | $138,076-10.2% | $123,553+0.3% | $135,380-8.4% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -4.72% | 153.70%-158.4pp | 119.21%-123.9pp | 519.81%-524.5pp |
| Employer contribution / active EE | $9,582 | $5,152+86.0% | $4,628+107.0% | $4,779+100.5% |
| Participant deferral / active EE | $6,720 | $6,800-1.2% | $6,426+4.6% | $5,609+19.8% |
| Admin fee / account holder | $24,791 | $10,917+127.1% | $9,284+167.0% | $10,828+128.9% |