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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 | $159,825 | $138,075+15.8% | $123,552+29.4% | $135,379+18.1% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -7.73% | 153.70%-161.4pp | 119.20%-126.9pp | 519.79%-527.5pp |
| Employer contribution / active EE | $6,423 | $5,152+24.7% | $4,628+38.8% | $4,779+34.4% |
| Participant deferral / active EE | $6,669 | $6,800-1.9% | $6,426+3.8% | $5,609+18.9% |
| Admin fee / account holder | $3,118 | $10,917-71.4% | $9,285-66.4% | $10,828-71.2% |