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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 | $22,432 | $138,076-83.8% | $123,553-81.8% | $135,380-83.4% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -2.79% | 153.70%-156.5pp | 119.21%-122.0pp | 519.81%-522.6pp |
| Employer contribution / active EE | $11,934 | $5,152+131.6% | $4,628+157.9% | $4,779+149.7% |
| Participant deferral / active EE | $14,047 | $6,800+106.6% | $6,426+118.6% | $5,609+150.4% |
| Admin fee / account holder | $10,219 | $10,917-6.4% | $9,284+10.1% | $10,828-5.6% |