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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 | $137,058 | $138,075-0.7% | $123,552+10.9% | $135,379+1.2% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -3.25% | 153.70%-157.0pp | 119.20%-122.5pp | 519.79%-523.0pp |
| Employer contribution / active EE | $10,267 | $5,152+99.3% | $4,628+121.9% | $4,779+114.8% |
| Participant deferral / active EE | $17,872 | $6,800+162.8% | $6,426+178.1% | $5,609+218.6% |
| Admin fee / account holder | $1,436 | $10,917-86.8% | $9,285-84.5% | $10,828-86.7% |