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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 | $77,089 | $138,076-44.2% | $123,553-37.6% | $135,380-43.1% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -3.68% | 153.70%-157.4pp | 119.21%-122.9pp | 519.81%-523.5pp |
| Employer contribution / active EE | $4,604 | $5,152-10.6% | $4,628-0.5% | $4,779-3.7% |
| Participant deferral / active EE | $10,001 | $6,800+47.1% | $6,426+55.6% | $5,609+78.3% |
| Admin fee / account holder | $9,200 | $10,917-15.7% | $9,284-0.9% | $10,828-15.0% |