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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 | $151,422 | $138,076+9.7% | $123,553+22.6% | $135,380+11.8% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -2.84% | 153.70%-156.5pp | 119.21%-122.0pp | 519.81%-522.6pp |
| Employer contribution / active EE | $11,459 | $5,152+122.4% | $4,628+147.6% | $4,779+139.8% |
| Participant deferral / active EE | $7,070 | $6,800+4.0% | $6,426+10.0% | $5,609+26.0% |
| Admin fee / account holder | $671 | $10,917-93.9% | $9,284-92.8% | $10,828-93.8% |