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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 | $128,183 | $138,076-7.2% | $123,553+3.7% | $135,380-5.3% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -8.44% | 153.70%-162.1pp | 119.21%-127.6pp | 519.81%-528.2pp |
| Employer contribution / active EE | $8,220 | $5,152+59.5% | $4,628+77.6% | $4,779+72.0% |
| Participant deferral / active EE | $10,514 | $6,800+54.6% | $6,426+63.6% | $5,609+87.5% |
| Admin fee / account holder | $340 | $10,917-96.9% | $9,284-96.3% | $10,828-96.9% |