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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 | $74,877 | $138,072-45.8% | $123,549-39.4% | $135,382-44.7% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -4.75% | 153.69%-158.4pp | 119.20%-123.9pp | 519.77%-524.5pp |
| Employer contribution / active EE | $11,596 | $5,152+125.1% | $4,628+150.6% | $4,779+142.7% |
| Participant deferral / active EE | $7,555 | $6,799+11.1% | $6,426+17.6% | $5,609+34.7% |
| Admin fee / account holder | $58,379 | $10,917+434.8% | $9,284+528.8% | $10,829+439.1% |