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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 | $121,768 | $138,076-11.8% | $123,553-1.4% | $135,380-10.1% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -3.86% | 153.70%-157.6pp | 119.21%-123.1pp | 519.81%-523.7pp |
| Employer contribution / active EE | $12,394 | $5,152+140.6% | $4,628+167.8% | $4,779+159.4% |
| Participant deferral / active EE | $5,180 | $6,800-23.8% | $6,426-19.4% | $5,609-7.6% |
| Admin fee / account holder | $6,131 | $10,917-43.8% | $9,284-34.0% | $10,828-43.4% |