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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 | $151,697 | $138,076+9.9% | $123,553+22.8% | $135,380+12.1% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -5.68% | 153.70%-159.4pp | 119.21%-124.9pp | 519.81%-525.5pp |
| Employer contribution / active EE | $6,824 | $5,152+32.5% | $4,628+47.4% | $4,779+42.8% |
| Participant deferral / active EE | $7,515 | $6,800+10.5% | $6,426+16.9% | $5,609+34.0% |
| Admin fee / account holder | $7,652 | $10,917-29.9% | $9,284-17.6% | $10,828-29.3% |