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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 | $78,856 | $138,076-42.9% | $123,553-36.2% | $135,380-41.8% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -8.99% | 153.70%-162.7pp | 119.21%-128.2pp | 519.81%-528.8pp |
| Employer contribution / active EE | $10,000 | $5,152+94.1% | $4,628+116.1% | $4,779+109.3% |
| Participant deferral / active EE | $21,500 | $6,800+216.2% | $6,426+234.6% | $5,609+283.3% |
| Admin fee / account holder | $4,000 | $10,917-63.4% | $9,284-56.9% | $10,828-63.1% |