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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 | $124,687 | $138,076-9.7% | $123,553+0.9% | $135,380-7.9% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -6.92% | 153.70%-160.6pp | 119.21%-126.1pp | 519.81%-526.7pp |
| Employer contribution / active EE | $6,001 | $5,152+16.5% | $4,628+29.7% | $4,779+25.6% |
| Participant deferral / active EE | $7,182 | $6,800+5.6% | $6,426+11.8% | $5,609+28.0% |
| Admin fee / account holder | $623 | $10,917-94.3% | $9,284-93.3% | $10,828-94.2% |