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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 | $128,286 | $138,076-7.1% | $123,553+3.8% | $135,380-5.2% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -4.53% | 153.70%-158.2pp | 119.21%-123.7pp | 519.81%-524.3pp |
| Employer contribution / active EE | $5,280 | $5,152+2.5% | $4,628+14.1% | $4,779+10.5% |
| Participant deferral / active EE | $8,171 | $6,800+20.2% | $6,426+27.2% | $5,609+45.7% |
| Admin fee / account holder | $1,842 | $10,917-83.1% | $9,284-80.2% | $10,828-83.0% |