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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 | $132,416 | $138,076-4.1% | $123,553+7.2% | $135,380-2.2% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -5.64% | 153.70%-159.3pp | 119.21%-124.8pp | 519.81%-525.4pp |
| Employer contribution / active EE | $18,101 | $5,152+251.3% | $4,628+291.1% | $4,779+278.8% |
| Participant deferral / active EE | $14,842 | $6,800+118.3% | $6,426+131.0% | $5,609+164.6% |
| Admin fee / account holder | $991 | $10,917-90.9% | $9,284-89.3% | $10,828-90.8% |