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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 | $130,349 | $138,076-5.6% | $123,553+5.5% | $135,380-3.7% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -5.75% | 153.70%-159.5pp | 119.21%-125.0pp | 519.81%-525.6pp |
| Employer contribution / active EE | $8,514 | $5,152+65.3% | $4,628+84.0% | $4,779+78.2% |
| Participant deferral / active EE | $8,951 | $6,800+31.6% | $6,426+39.3% | $5,609+59.6% |
| Admin fee / account holder | $1,740 | $10,917-84.1% | $9,284-81.3% | $10,828-83.9% |