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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 | $88,447 | $138,075-35.9% | $123,552-28.4% | $135,379-34.7% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -6.74% | 153.70%-160.4pp | 119.20%-125.9pp | 519.79%-526.5pp |
| Employer contribution / active EE | $13,270 | $5,152+157.6% | $4,628+186.7% | $4,779+177.7% |
| Participant deferral / active EE | $8,951 | $6,800+31.6% | $6,426+39.3% | $5,609+59.6% |
| Admin fee / account holder | $6,327 | $10,917-42.0% | $9,285-31.9% | $10,828-41.6% |