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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 | $76,447 | $138,076-44.6% | $123,553-38.1% | $135,380-43.5% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -7.15% | 153.70%-160.8pp | 119.21%-126.4pp | 519.81%-527.0pp |
| Employer contribution / active EE | $10,491 | $5,152+103.6% | $4,628+126.7% | $4,779+119.5% |
| Participant deferral / active EE | $5,644 | $6,800-17.0% | $6,426-12.2% | $5,609+0.6% |
| Admin fee / account holder | $341 | $10,917-96.9% | $9,284-96.3% | $10,828-96.9% |