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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 | $84,967 | $138,076-38.5% | $123,553-31.2% | $135,380-37.2% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -7.44% | 153.70%-161.1pp | 119.21%-126.6pp | 519.81%-527.2pp |
| Employer contribution / active EE | $8,971 | $5,152+74.1% | $4,628+93.8% | $4,779+87.7% |
| Participant deferral / active EE | $4,935 | $6,800-27.4% | $6,426-23.2% | $5,609-12.0% |
| Admin fee / account holder | $2,757 | $10,917-74.7% | $9,284-70.3% | $10,828-74.5% |