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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 | $133,444 | $138,075-3.4% | $123,552+8.0% | $135,379-1.4% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -5.15% | 153.70%-158.8pp | 119.20%-124.4pp | 519.79%-524.9pp |
| Employer contribution / active EE | $13,588 | $5,152+163.7% | $4,628+193.6% | $4,779+184.3% |
| Participant deferral / active EE | $8,340 | $6,800+22.7% | $6,426+29.8% | $5,609+48.7% |
| Admin fee / account holder | $11,869 | $10,917+8.7% | $9,285+27.8% | $10,828+9.6% |