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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 | $129,070 | $138,075-6.5% | $123,552+4.5% | $135,379-4.7% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -8.19% | 153.70%-161.9pp | 119.20%-127.4pp | 519.79%-528.0pp |
| Employer contribution / active EE | $15,795 | $5,152+206.6% | $4,628+241.3% | $4,779+230.5% |
| Participant deferral / active EE | $10,460 | $6,800+53.8% | $6,426+62.8% | $5,609+86.5% |
| Admin fee / account holder | $3,439 | $10,917-68.5% | $9,285-63.0% | $10,828-68.2% |