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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 | $81,829 | $138,076-40.7% | $123,553-33.8% | $135,380-39.6% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -5.75% | 153.70%-159.4pp | 119.21%-125.0pp | 519.81%-525.6pp |
| Employer contribution / active EE | $9,494 | $5,152+84.3% | $4,628+105.1% | $4,779+98.7% |
| Participant deferral / active EE | $6,400 | $6,800-5.9% | $6,426-0.4% | $5,609+14.1% |
| Admin fee / account holder | $1,568 | $10,917-85.6% | $9,284-83.1% | $10,828-85.5% |