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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 | $60,831 | $138,076-55.9% | $123,553-50.8% | $135,380-55.1% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -7.96% | 153.70%-161.7pp | 119.21%-127.2pp | 519.81%-527.8pp |
| Employer contribution / active EE | $6,661 | $5,152+29.3% | $4,628+43.9% | $4,779+39.4% |
| Participant deferral / active EE | $22,076 | $6,800+224.7% | $6,426+243.5% | $5,609+293.6% |
| Admin fee / account holder | $6,220 | $10,917-43.0% | $9,284-33.0% | $10,828-42.6% |