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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 | $131,768 | $138,076-4.6% | $123,553+6.6% | $135,380-2.7% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -5.16% | 153.70%-158.9pp | 119.21%-124.4pp | 519.81%-525.0pp |
| Employer contribution / active EE | $15,093 | $5,152+193.0% | $4,628+226.1% | $4,779+215.8% |
| Participant deferral / active EE | $9,183 | $6,800+35.1% | $6,426+42.9% | $5,609+63.7% |
| Admin fee / account holder | $5,344 | $10,917-51.0% | $9,284-42.4% | $10,828-50.6% |