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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 | $120,670 | $138,075-12.6% | $123,552-2.3% | $135,379-10.9% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -6.79% | 153.70%-160.5pp | 119.20%-126.0pp | 519.79%-526.6pp |
| Employer contribution / active EE | $13,113 | $5,152+154.5% | $4,628+183.3% | $4,779+174.4% |
| Participant deferral / active EE | $13,804 | $6,800+103.0% | $6,426+114.8% | $5,609+146.1% |
| Admin fee / account holder | $791 | $10,917-92.8% | $9,285-91.5% | $10,828-92.7% |