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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 | $129,617 | $138,076-6.1% | $123,553+4.9% | $135,380-4.3% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -7.67% | 153.70%-161.4pp | 119.21%-126.9pp | 519.81%-527.5pp |
| Employer contribution / active EE | $15,143 | $5,152+193.9% | $4,628+227.2% | $4,779+216.9% |
| Participant deferral / active EE | $13,268 | $6,800+95.1% | $6,426+106.5% | $5,609+136.5% |
| Admin fee / account holder | $1,681 | $10,917-84.6% | $9,284-81.9% | $10,828-84.5% |