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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 | $128,297 | $138,075-7.1% | $123,552+3.8% | $135,379-5.2% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -8.30% | 153.70%-162.0pp | 119.20%-127.5pp | 519.79%-528.1pp |
| Employer contribution / active EE | $10,647 | $5,152+106.7% | $4,628+130.1% | $4,779+122.8% |
| Participant deferral / active EE | $3,792 | $6,800-44.2% | $6,426-41.0% | $5,609-32.4% |
| Admin fee / account holder | $4,213 | $10,917-61.4% | $9,285-54.6% | $10,828-61.1% |