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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 | $139,329 | $138,076+0.9% | $123,553+12.8% | $135,380+2.9% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -6.13% | 153.70%-159.8pp | 119.21%-125.3pp | 519.81%-525.9pp |
| Employer contribution / active EE | $10,655 | $5,152+106.8% | $4,628+130.2% | $4,779+123.0% |
| Participant deferral / active EE | $7,100 | $6,800+4.4% | $6,426+10.5% | $5,609+26.6% |
| Admin fee / account holder | $328 | $10,917-97.0% | $9,284-96.5% | $10,828-97.0% |