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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 | $59,523 | $138,076-56.9% | $123,553-51.8% | $135,380-56.0% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -5.56% | 153.70%-159.3pp | 119.21%-124.8pp | 519.81%-525.4pp |
| Employer contribution / active EE | $10,513 | $5,152+104.1% | $4,628+127.2% | $4,779+120.0% |
| Participant deferral / active EE | $9,510 | $6,800+39.9% | $6,426+48.0% | $5,609+69.6% |
| Admin fee / account holder | $468 | $10,917-95.7% | $9,284-95.0% | $10,828-95.7% |