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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 | $143,102 | $138,075+3.6% | $123,552+15.8% | $135,379+5.7% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -5.94% | 153.70%-159.6pp | 119.20%-125.1pp | 519.79%-525.7pp |
| Employer contribution / active EE | $12,392 | $5,152+140.5% | $4,628+167.8% | $4,779+159.3% |
| Participant deferral / active EE | $10,092 | $6,800+48.4% | $6,426+57.1% | $5,609+79.9% |
| Admin fee / account holder | $27,069 | $10,917+148.0% | $9,285+191.5% | $10,828+150.0% |