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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 | $122,678 | $138,076-11.2% | $123,553-0.7% | $135,380-9.4% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -2.67% | 153.70%-156.4pp | 119.21%-121.9pp | 519.81%-522.5pp |
| Employer contribution / active EE | $7,528 | $5,152+46.1% | $4,628+62.7% | $4,779+57.5% |
| Participant deferral / active EE | $5,864 | $6,800-13.8% | $6,426-8.7% | $5,609+4.5% |
| Admin fee / account holder | $33,312 | $10,917+205.1% | $9,284+258.8% | $10,828+207.6% |