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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 | $124,469 | $138,075-9.9% | $123,552+0.7% | $135,379-8.1% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -4.17% | 153.70%-157.9pp | 119.20%-123.4pp | 519.79%-524.0pp |
| Employer contribution / active EE | $9,112 | $5,152+76.9% | $4,628+96.9% | $4,779+90.7% |
| Participant deferral / active EE | $8,754 | $6,800+28.7% | $6,426+36.2% | $5,609+56.1% |
| Admin fee / account holder | $2,962 | $10,917-72.9% | $9,285-68.1% | $10,828-72.6% |