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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 | $135,540 | $138,075-1.8% | $123,552+9.7% | $135,379+0.1% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -7.49% | 153.70%-161.2pp | 119.20%-126.7pp | 519.79%-527.3pp |
| Employer contribution / active EE | $17,000 | $5,152+230.0% | $4,628+267.3% | $4,779+255.7% |
| Participant deferral / active EE | $14,698 | $6,800+116.2% | $6,426+128.7% | $5,609+162.0% |
| Admin fee / account holder | $1,520 | $10,917-86.1% | $9,285-83.6% | $10,828-86.0% |