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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 | $25,818 | $138,076-81.3% | $123,553-79.1% | $135,380-80.9% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -0.40% | 153.70%-154.1pp | 119.21%-119.6pp | 519.81%-520.2pp |
| Employer contribution / active EE | $7,800 | $5,152+51.4% | $4,628+68.5% | $4,779+63.2% |
| Participant deferral / active EE | $3,614 | $6,800-46.9% | $6,426-43.8% | $5,609-35.6% |
| Admin fee / account holder | $3,215 | $10,917-70.5% | $9,284-65.4% | $10,828-70.3% |