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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 | $118,652 | $138,075-14.1% | $123,552-4.0% | $135,379-12.4% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -8.07% | 153.70%-161.8pp | 119.20%-127.3pp | 519.79%-527.9pp |
| Employer contribution / active EE | $15,035 | $5,152+191.8% | $4,628+224.9% | $4,779+214.6% |
| Participant deferral / active EE | $12,325 | $6,800+81.3% | $6,426+91.8% | $5,609+119.7% |
| Admin fee / account holder | $641 | $10,917-94.1% | $9,285-93.1% | $10,828-94.1% |