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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 | $129,519 | $138,076-6.2% | $123,553+4.8% | $135,380-4.3% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -3.97% | 153.70%-157.7pp | 119.21%-123.2pp | 519.81%-523.8pp |
| Employer contribution / active EE | $2,603 | $5,152-49.5% | $4,628-43.8% | $4,779-45.5% |
| Participant deferral / active EE | $14,074 | $6,800+107.0% | $6,426+119.0% | $5,609+150.9% |
| Admin fee / account holder | $550 | $10,917-95.0% | $9,284-94.1% | $10,828-94.9% |