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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 | $95,834 | $138,076-30.6% | $123,553-22.4% | $135,380-29.2% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -1.58% | 153.70%-155.3pp | 119.21%-120.8pp | 519.81%-521.4pp |
| Employer contribution / active EE | $18,665 | $5,152+262.3% | $4,628+303.3% | $4,779+290.6% |
| Participant deferral / active EE | $10,750 | $6,800+58.1% | $6,426+67.3% | $5,609+91.7% |
| Admin fee / account holder | $2,883 | $10,917-73.6% | $9,284-68.9% | $10,828-73.4% |