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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 | $121,778 | $138,075-11.8% | $123,552-1.4% | $135,379-10.0% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -7.47% | 153.70%-161.2pp | 119.20%-126.7pp | 519.79%-527.3pp |
| Employer contribution / active EE | $22,576 | $5,152+338.2% | $4,628+387.8% | $4,779+372.4% |
| Participant deferral / active EE | $19,013 | $6,800+179.6% | $6,426+195.9% | $5,609+239.0% |
| Admin fee / account holder | $33,569 | $10,917+207.5% | $9,285+261.6% | $10,828+210.0% |