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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 | $61,238 | $138,076-55.6% | $123,553-50.4% | $135,380-54.8% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -5.41% | 153.70%-159.1pp | 119.21%-124.6pp | 519.81%-525.2pp |
| Employer contribution / active EE | $7,271 | $5,152+41.1% | $4,628+57.1% | $4,779+52.1% |
| Participant deferral / active EE | $5,937 | $6,800-12.7% | $6,426-7.6% | $5,609+5.8% |
| Admin fee / account holder | $333 | $10,917-96.9% | $9,284-96.4% | $10,828-96.9% |