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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 | $148,066 | $138,075+7.2% | $123,552+19.8% | $135,379+9.4% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -5.88% | 153.70%-159.6pp | 119.20%-125.1pp | 519.79%-525.7pp |
| Employer contribution / active EE | $8,333 | $5,152+61.8% | $4,628+80.1% | $4,779+74.4% |
| Participant deferral / active EE | $6,462 | $6,800-5.0% | $6,426+0.6% | $5,609+15.2% |
| Admin fee / account holder | $1,229 | $10,917-88.7% | $9,285-86.8% | $10,828-88.6% |