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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 | $70,290 | $138,076-49.1% | $123,553-43.1% | $135,380-48.1% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -7.19% | 153.70%-160.9pp | 119.21%-126.4pp | 519.81%-527.0pp |
| Employer contribution / active EE | $7,405 | $5,152+43.7% | $4,628+60.0% | $4,779+55.0% |
| Participant deferral / active EE | $5,375 | $6,800-21.0% | $6,426-16.4% | $5,609-4.2% |
| Admin fee / account holder | $878 | $10,917-92.0% | $9,284-90.5% | $10,828-91.9% |