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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 | $156,203 | $138,076+13.1% | $123,553+26.4% | $135,380+15.4% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -3.33% | 153.70%-157.0pp | 119.21%-122.5pp | 519.81%-523.1pp |
| Employer contribution / active EE | $6,121 | $5,152+18.8% | $4,628+32.3% | $4,779+28.1% |
| Participant deferral / active EE | $7,659 | $6,800+12.6% | $6,426+19.2% | $5,609+36.5% |
| Admin fee / account holder | $30,588 | $10,917+180.2% | $9,284+229.5% | $10,828+182.5% |