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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 | $22,754 | $138,075-83.5% | $123,552-81.6% | $135,379-83.2% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -6.74% | 153.70%-160.4pp | 119.20%-125.9pp | 519.79%-526.5pp |
| Employer contribution / active EE | $44,821 | $5,152+770.0% | $4,628+868.5% | $4,779+837.9% |
| Participant deferral / active EE | $79,248 | $6,800+1065.5% | $6,426+1133.3% | $5,609+1312.9% |
| Admin fee / account holder | $31,272 | $10,917+186.5% | $9,285+236.8% | $10,828+188.8% |