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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 | $74,334 | $138,076-46.2% | $123,553-39.8% | $135,380-45.1% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -7.74% | 153.70%-161.4pp | 119.21%-126.9pp | 519.81%-527.5pp |
| Employer contribution / active EE | $13,548 | $5,152+163.0% | $4,628+192.7% | $4,779+183.5% |
| Participant deferral / active EE | $10,466 | $6,800+53.9% | $6,426+62.9% | $5,609+86.6% |
| Admin fee / account holder | $605 | $10,917-94.5% | $9,284-93.5% | $10,828-94.4% |