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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 | $79,914 | $138,076-42.1% | $123,553-35.3% | $135,380-41.0% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -7.91% | 153.70%-161.6pp | 119.21%-127.1pp | 519.81%-527.7pp |
| Employer contribution / active EE | $2,847 | $5,152-44.7% | $4,628-38.5% | $4,779-40.4% |
| Participant deferral / active EE | $9,892 | $6,800+45.5% | $6,426+53.9% | $5,609+76.4% |
| Admin fee / account holder | $597 | $10,917-94.5% | $9,284-93.6% | $10,828-94.5% |