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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 | $96,089 | $138,076-30.4% | $123,553-22.2% | $135,380-29.0% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -5.85% | 153.70%-159.6pp | 119.21%-125.1pp | 519.81%-525.7pp |
| Employer contribution / active EE | $12,111 | $5,152+135.1% | $4,628+161.7% | $4,779+153.4% |
| Participant deferral / active EE | $8,311 | $6,800+22.2% | $6,426+29.3% | $5,609+48.2% |
| Admin fee / account holder | $602 | $10,917-94.5% | $9,284-93.5% | $10,828-94.4% |