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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 | $131,130 | $138,076-5.0% | $123,553+6.1% | $135,380-3.1% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -2.85% | 153.70%-156.5pp | 119.21%-122.1pp | 519.81%-522.7pp |
| Employer contribution / active EE | $16,474 | $5,152+219.8% | $4,628+255.9% | $4,779+244.7% |
| Participant deferral / active EE | $8,615 | $6,800+26.7% | $6,426+34.1% | $5,609+53.6% |
| Admin fee / account holder | $11,139 | $10,917+2.0% | $9,284+20.0% | $10,828+2.9% |