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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 | $113,140 | $138,076-18.1% | $123,553-8.4% | $135,380-16.4% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -2.31% | 153.70%-156.0pp | 119.21%-121.5pp | 519.81%-522.1pp |
| Employer contribution / active EE | $8,313 | $5,152+61.4% | $4,628+79.6% | $4,779+74.0% |
| Participant deferral / active EE | $8,730 | $6,800+28.4% | $6,426+35.9% | $5,609+55.6% |
| Admin fee / account holder | $72,138 | $10,917+560.8% | $9,284+677.0% | $10,828+566.2% |