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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 | $83,241 | $138,076-39.7% | $123,553-32.6% | $135,380-38.5% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -1.67% | 153.70%-155.4pp | 119.21%-120.9pp | 519.81%-521.5pp |
| Employer contribution / active EE | $9,203 | $5,152+78.6% | $4,628+98.9% | $4,779+92.6% |
| Participant deferral / active EE | $5,132 | $6,800-24.5% | $6,426-20.1% | $5,609-8.5% |
| Admin fee / account holder | $968 | $10,917-91.1% | $9,284-89.6% | $10,828-91.1% |