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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 | $133,700 | $138,076-3.2% | $123,553+8.2% | $135,380-1.2% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -2.99% | 153.70%-156.7pp | 119.21%-122.2pp | 519.81%-522.8pp |
| Employer contribution / active EE | $3,927 | $5,152-23.8% | $4,628-15.2% | $4,779-17.8% |
| Participant deferral / active EE | $15,933 | $6,800+134.3% | $6,426+147.9% | $5,609+184.1% |
| Admin fee / account holder | $976 | $10,917-91.1% | $9,284-89.5% | $10,828-91.0% |