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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 | $131,027 | $138,102-5.1% | $125,381+4.5% | $134,532-2.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -16.05% | 750.73%-766.8pp | 572.31%-588.4pp | 418.27%-434.3pp |
| Employer contribution / active EE | $3,040 | $5,245-42.0% | $4,815-36.9% | $4,741-35.9% |
| Participant deferral / active EE | $14,165 | $7,801+81.6% | $7,448+90.2% | $6,401+121.3% |
| Admin fee / account holder | $1,029 | $11,568-91.1% | $10,007-89.7% | $11,429-91.0% |