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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 | $122,260 | $138,075-11.5% | $123,552-1.0% | $135,379-9.7% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -8.84% | 153.70%-162.5pp | 119.20%-128.0pp | 519.79%-528.6pp |
| Employer contribution / active EE | $13,938 | $5,152+170.6% | $4,628+201.2% | $4,779+191.7% |
| Participant deferral / active EE | $8,863 | $6,800+30.3% | $6,426+37.9% | $5,609+58.0% |
| Admin fee / account holder | $2,088 | $10,917-80.9% | $9,285-77.5% | $10,828-80.7% |