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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 | $132,014 | $138,076-4.4% | $123,553+6.8% | $135,380-2.5% |
| Participation rate | 90.9% | 84.7%+6.2pp | 82.3%+8.6pp | 82.6%+8.3pp |
| Annual return | -5.66% | 153.70%-159.4pp | 119.21%-124.9pp | 519.81%-525.5pp |
| Employer contribution / active EE | $9,681 | $5,152+87.9% | $4,628+109.2% | $4,779+102.6% |
| Participant deferral / active EE | $7,070 | $6,800+4.0% | $6,426+10.0% | $5,609+26.1% |
| Admin fee / account holder | $135,545 | $10,917+1141.6% | $9,284+1359.9% | $10,828+1151.8% |