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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 | $142,272 | $138,076+3.0% | $123,553+15.2% | $135,380+5.1% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -7.80% | 153.70%-161.5pp | 119.21%-127.0pp | 519.81%-527.6pp |
| Employer contribution / active EE | $34,624 | $5,152+572.1% | $4,628+648.1% | $4,779+624.5% |
| Participant deferral / active EE | $69,248 | $6,800+918.4% | $6,426+977.6% | $5,609+1134.6% |
| Admin fee / account holder | $68,877 | $10,917+530.9% | $9,284+641.8% | $10,828+536.1% |