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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 | $57,457 | $138,072-58.4% | $123,549-53.5% | $135,382-57.6% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -8.68% | 153.69%-162.4pp | 119.20%-127.9pp | 519.77%-528.5pp |
| Employer contribution / active EE | $8,093 | $5,152+57.1% | $4,628+74.9% | $4,779+69.3% |
| Participant deferral / active EE | $3,992 | $6,799-41.3% | $6,426-37.9% | $5,609-28.8% |
| Admin fee / account holder | $928 | $10,917-91.5% | $9,284-90.0% | $10,829-91.4% |