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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 | $131,229 | $138,076-5.0% | $123,553+6.2% | $135,380-3.1% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -7.34% | 153.70%-161.0pp | 119.21%-126.5pp | 519.81%-527.1pp |
| Employer contribution / active EE | $44,242 | $5,152+758.8% | $4,628+855.9% | $4,779+825.8% |
| Participant deferral / active EE | $13,000 | $6,800+91.2% | $6,426+102.3% | $5,609+131.8% |
| Admin fee / account holder | $569 | $10,917-94.8% | $9,284-93.9% | $10,828-94.7% |