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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 | $134,063 | $138,078-2.9% | $125,363+6.9% | $134,509-0.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -17.94% | 750.49%-768.4pp | 572.15%-590.1pp | 418.13%-436.1pp |
| Employer contribution / active EE | $1,040 | $5,245-80.2% | $4,815-78.4% | $4,741-78.1% |
| Participant deferral / active EE | $23,920 | $7,800+206.7% | $7,447+221.2% | $6,400+273.7% |
| Admin fee / account holder | $575 | $11,566-95.0% | $10,005-94.3% | $11,427-95.0% |