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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 | $127,420 | $138,075-7.7% | $123,552+3.1% | $135,379-5.9% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -5.17% | 153.70%-158.9pp | 119.20%-124.4pp | 519.79%-525.0pp |
| Employer contribution / active EE | $2,519 | $5,152-51.1% | $4,628-45.6% | $4,779-47.3% |
| Participant deferral / active EE | $5,253 | $6,800-22.8% | $6,426-18.3% | $5,609-6.4% |
| Admin fee / account holder | $14,113 | $10,917+29.3% | $9,285+52.0% | $10,828+30.3% |