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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 | $133,141 | $138,078-3.6% | $125,363+6.2% | $134,509-1.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -15.54% | 750.49%-766.0pp | 572.15%-587.7pp | 418.13%-433.7pp |
| Employer contribution / active EE | $16,190 | $5,245+208.7% | $4,815+236.3% | $4,741+241.5% |
| Participant deferral / active EE | $48,342 | $7,800+519.8% | $7,447+549.1% | $6,400+655.3% |
| Admin fee / account holder | $3,099 | $11,566-73.2% | $10,005-69.0% | $11,427-72.9% |