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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 | $67,489 | $138,075-51.1% | $123,552-45.4% | $135,379-50.1% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -7.78% | 153.70%-161.5pp | 119.20%-127.0pp | 519.79%-527.6pp |
| Employer contribution / active EE | $22,545 | $5,152+337.6% | $4,628+387.1% | $4,779+371.8% |
| Participant deferral / active EE | $9,691 | $6,800+42.5% | $6,426+50.8% | $5,609+72.8% |
| Admin fee / account holder | $440 | $10,917-96.0% | $9,285-95.3% | $10,828-95.9% |