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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 | $109,049 | $138,076-21.0% | $123,553-11.7% | $135,380-19.4% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -5.11% | 153.70%-158.8pp | 119.21%-124.3pp | 519.81%-524.9pp |
| Employer contribution / active EE | $7,298 | $5,152+41.7% | $4,628+57.7% | $4,779+52.7% |
| Participant deferral / active EE | $9,704 | $6,800+42.7% | $6,426+51.0% | $5,609+73.0% |
| Admin fee / account holder | $898 | $10,917-91.8% | $9,284-90.3% | $10,828-91.7% |