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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 | $134,889 | $138,075-2.3% | $123,552+9.2% | $135,379-0.4% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -4.13% | 153.70%-157.8pp | 119.20%-123.3pp | 519.79%-523.9pp |
| Employer contribution / active EE | $4,554 | $5,152-11.6% | $4,628-1.6% | $4,779-4.7% |
| Participant deferral / active EE | $13,913 | $6,800+104.6% | $6,426+116.5% | $5,609+148.1% |
| Admin fee / account holder | $3,130 | $10,917-71.3% | $9,285-66.3% | $10,828-71.1% |