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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 | $134,561 | $138,075-2.5% | $123,552+8.9% | $135,379-0.6% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -7.58% | 153.70%-161.3pp | 119.20%-126.8pp | 519.79%-527.4pp |
| Employer contribution / active EE | $15,238 | $5,152+195.8% | $4,628+229.3% | $4,779+218.9% |
| Participant deferral / active EE | $15,020 | $6,800+120.9% | $6,426+133.7% | $5,609+167.8% |
| Admin fee / account holder | $1,084 | $10,917-90.1% | $9,285-88.3% | $10,828-90.0% |