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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 | $83,623 | $138,076-39.4% | $123,553-32.3% | $135,380-38.2% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -7.46% | 153.70%-161.2pp | 119.21%-126.7pp | 519.81%-527.3pp |
| Employer contribution / active EE | $11,300 | $5,152+119.3% | $4,628+144.2% | $4,779+136.5% |
| Participant deferral / active EE | $5,437 | $6,800-20.0% | $6,426-15.4% | $5,609-3.1% |
| Admin fee / account holder | $1,299 | $10,917-88.1% | $9,284-86.0% | $10,828-88.0% |