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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 | $154,596 | $138,076+12.0% | $123,553+25.1% | $135,380+14.2% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -6.13% | 153.70%-159.8pp | 119.21%-125.3pp | 519.81%-525.9pp |
| Employer contribution / active EE | $3,704 | $5,152-28.1% | $4,628-20.0% | $4,779-22.5% |
| Participant deferral / active EE | $13,546 | $6,800+99.2% | $6,426+110.8% | $5,609+141.5% |
| Admin fee / account holder | $75,030 | $10,917+587.3% | $9,284+708.1% | $10,828+592.9% |