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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 | $74,561 | $138,075-46.0% | $123,552-39.7% | $135,379-44.9% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -6.74% | 153.70%-160.4pp | 119.20%-125.9pp | 519.79%-526.5pp |
| Employer contribution / active EE | $7,857 | $5,152+52.5% | $4,628+69.8% | $4,779+64.4% |
| Participant deferral / active EE | $5,451 | $6,800-19.8% | $6,426-15.2% | $5,609-2.8% |
| Admin fee / account holder | $11,656 | $10,917+6.8% | $9,285+25.5% | $10,828+7.7% |