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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 | $153,558 | $138,076+11.2% | $123,553+24.3% | $135,380+13.4% |
| Participation rate | 90.0% | 84.7%+5.3pp | 82.3%+7.7pp | 82.6%+7.4pp |
| Annual return | -6.25% | 153.70%-160.0pp | 119.21%-125.5pp | 519.81%-526.1pp |
| Employer contribution / active EE | $9,043 | $5,152+75.5% | $4,628+95.4% | $4,779+89.2% |
| Participant deferral / active EE | $5,118 | $6,800-24.7% | $6,426-20.4% | $5,609-8.8% |
| Admin fee / account holder | $10,899 | $10,917-0.2% | $9,284+17.4% | $10,828+0.7% |