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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 | $150,415 | $138,072+8.9% | $123,549+21.7% | $135,382+11.1% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -7.59% | 153.69%-161.3pp | 119.20%-126.8pp | 519.77%-527.4pp |
| Employer contribution / active EE | $36,000 | $5,152+598.8% | $4,628+677.9% | $4,779+653.3% |
| Participant deferral / active EE | $18,500 | $6,799+172.1% | $6,426+187.9% | $5,609+229.8% |
| Admin fee / account holder | $1,630 | $10,917-85.1% | $9,284-82.4% | $10,829-84.9% |