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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 | $178,829 | $138,076+29.5% | $123,553+44.7% | $135,380+32.1% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -3.97% | 153.70%-157.7pp | 119.21%-123.2pp | 519.81%-523.8pp |
| Employer contribution / active EE | $0 | $5,152-100.0% | $4,628-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $17,700 | $6,800+160.3% | $6,426+175.4% | $5,609+215.6% |
| Admin fee / account holder | $475 | $10,917-95.6% | $9,284-94.9% | $10,828-95.6% |