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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 | $143,622 | $138,076+4.0% | $123,553+16.2% | $135,380+6.1% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -4.14% | 153.70%-157.8pp | 119.21%-123.3pp | 519.81%-523.9pp |
| Employer contribution / active EE | $10,819 | $5,152+110.0% | $4,628+133.8% | $4,779+126.4% |
| Participant deferral / active EE | $10,375 | $6,800+52.6% | $6,426+61.5% | $5,609+85.0% |
| Admin fee / account holder | $3,045 | $10,917-72.1% | $9,284-67.2% | $10,828-71.9% |