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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 | $140,536 | $138,076+1.8% | $123,553+13.7% | $135,380+3.8% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -4.49% | 153.70%-158.2pp | 119.21%-123.7pp | 519.81%-524.3pp |
| Employer contribution / active EE | $10,139 | $5,152+96.8% | $4,628+119.1% | $4,779+112.2% |
| Participant deferral / active EE | $8,333 | $6,800+22.6% | $6,426+29.7% | $5,609+48.6% |
| Admin fee / account holder | $4,889 | $10,917-55.2% | $9,284-47.3% | $10,828-54.9% |