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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 | $82,717 | $138,072-40.1% | $123,549-33.0% | $135,382-38.9% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -7.72% | 153.69%-161.4pp | 119.20%-126.9pp | 519.77%-527.5pp |
| Employer contribution / active EE | $21,131 | $5,152+310.2% | $4,628+356.6% | $4,779+342.2% |
| Participant deferral / active EE | $25,641 | $6,799+277.1% | $6,426+299.0% | $5,609+357.1% |
| Admin fee / account holder | $17,654 | $10,917+61.7% | $9,284+90.1% | $10,829+63.0% |