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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 | $93,991 | $138,076-31.9% | $123,553-23.9% | $135,380-30.6% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -3.04% | 153.70%-156.7pp | 119.21%-122.2pp | 519.81%-522.8pp |
| Employer contribution / active EE | $10,200 | $5,152+98.0% | $4,628+120.4% | $4,779+113.4% |
| Participant deferral / active EE | $6,841 | $6,800+0.6% | $6,426+6.5% | $5,609+22.0% |
| Admin fee / account holder | $59,290 | $10,917+443.1% | $9,284+538.6% | $10,828+447.6% |