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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 | $87,082 | $138,076-36.9% | $123,553-29.5% | $135,380-35.7% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -4.61% | 153.70%-158.3pp | 119.21%-123.8pp | 519.81%-524.4pp |
| Employer contribution / active EE | $7,721 | $5,152+49.9% | $4,628+66.8% | $4,779+61.6% |
| Participant deferral / active EE | $6,071 | $6,800-10.7% | $6,426-5.5% | $5,609+8.2% |
| Admin fee / account holder | $20,168 | $10,917+84.7% | $9,284+117.2% | $10,828+86.3% |