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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 | $75,796 | $138,076-45.1% | $123,553-38.7% | $135,380-44.0% |
| Participation rate | 91.7% | 84.7%+6.9pp | 82.3%+9.4pp | 82.6%+9.0pp |
| Annual return | -8.33% | 153.70%-162.0pp | 119.21%-127.5pp | 519.81%-528.1pp |
| Employer contribution / active EE | $8,411 | $5,152+63.3% | $4,628+81.7% | $4,779+76.0% |
| Participant deferral / active EE | $10,061 | $6,800+48.0% | $6,426+56.6% | $5,609+79.4% |
| Admin fee / account holder | $406 | $10,917-96.3% | $9,284-95.6% | $10,828-96.2% |