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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 | $68,384 | $190,916-64.2% | $160,037-57.3% | $134,545-49.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -18.12% | 552.79%-570.9pp | 408.95%-427.1pp | 418.37%-436.5pp |
| Employer contribution / active EE | $7,673 | $4,996+53.6% | $4,226+81.6% | $4,742+61.8% |
| Participant deferral / active EE | $7,231 | $6,925+4.4% | $6,184+16.9% | $6,401+13.0% |
| Admin fee / account holder | $406 | $10,497-96.1% | $8,716-95.3% | $11,431-96.4% |