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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 | $125,542 | $138,076-9.1% | $123,553+1.6% | $135,380-7.3% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -5.48% | 153.70%-159.2pp | 119.21%-124.7pp | 519.81%-525.3pp |
| Employer contribution / active EE | $15,223 | $5,152+195.5% | $4,628+228.9% | $4,779+218.6% |
| Participant deferral / active EE | $16,300 | $6,800+139.7% | $6,426+153.7% | $5,609+190.6% |
| Admin fee / account holder | $41,983 | $10,917+284.6% | $9,284+352.2% | $10,828+287.7% |