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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 | $74,188 | $138,076-46.3% | $123,553-40.0% | $135,380-45.2% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -4.26% | 153.70%-158.0pp | 119.21%-123.5pp | 519.81%-524.1pp |
| Employer contribution / active EE | $8,427 | $5,152+63.6% | $4,628+82.1% | $4,779+76.3% |
| Participant deferral / active EE | $14,678 | $6,800+115.9% | $6,426+128.4% | $5,609+161.7% |
| Admin fee / account holder | $12,030 | $10,917+10.2% | $9,284+29.6% | $10,828+11.1% |