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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 | $126,823 | $138,076-8.2% | $123,553+2.6% | $135,380-6.3% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -0.30% | 153.70%-154.0pp | 119.21%-119.5pp | 519.81%-520.1pp |
| Employer contribution / active EE | $19,381 | $5,152+276.2% | $4,628+318.8% | $4,779+305.6% |
| Participant deferral / active EE | $12,211 | $6,800+79.6% | $6,426+90.0% | $5,609+117.7% |
| Admin fee / account holder | $8,125 | $10,917-25.6% | $9,284-12.5% | $10,828-25.0% |