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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 | $101,402 | $138,076-26.6% | $123,553-17.9% | $135,380-25.1% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -6.50% | 153.70%-160.2pp | 119.21%-125.7pp | 519.81%-526.3pp |
| Employer contribution / active EE | $10,852 | $5,152+110.6% | $4,628+134.5% | $4,779+127.1% |
| Participant deferral / active EE | $11,964 | $6,800+75.9% | $6,426+86.2% | $5,609+113.3% |
| Admin fee / account holder | $15,131 | $10,917+38.6% | $9,284+63.0% | $10,828+39.7% |