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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 | $123,520 | $168,635-26.8% | $147,617-16.3% | $125,389-1.5% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -2.15% | 77.65%-79.8pp | 61.98%-64.1pp | 282.24%-284.4pp |
| Employer contribution / active EE | $20,038 | $6,252+220.5% | $5,564+260.1% | $4,866+311.8% |
| Participant deferral / active EE | $18,001 | $5,507+226.9% | $4,895+267.7% | $5,352+236.4% |
| Admin fee / account holder | $1,466 | $13,580-89.2% | $11,612-87.4% | $9,541-84.6% |