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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 | $70,466 | $138,075-49.0% | $123,552-43.0% | $135,379-47.9% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -8.19% | 153.70%-161.9pp | 119.20%-127.4pp | 519.79%-528.0pp |
| Employer contribution / active EE | $11,077 | $5,152+115.0% | $4,628+139.3% | $4,779+131.8% |
| Participant deferral / active EE | $11,692 | $6,800+71.9% | $6,426+81.9% | $5,609+108.4% |
| Admin fee / account holder | $4,148 | $10,917-62.0% | $9,285-55.3% | $10,828-61.7% |