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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 | $69,710 | $138,076-49.5% | $123,553-43.6% | $135,380-48.5% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -7.00% | 153.70%-160.7pp | 119.21%-126.2pp | 519.81%-526.8pp |
| Employer contribution / active EE | $7,569 | $5,152+46.9% | $4,628+63.6% | $4,779+58.4% |
| Participant deferral / active EE | $4,034 | $6,800-40.7% | $6,426-37.2% | $5,609-28.1% |
| Admin fee / account holder | $5,412 | $10,917-50.4% | $9,284-41.7% | $10,828-50.0% |