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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 | $72,067 | $138,076-47.8% | $123,553-41.7% | $135,380-46.8% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -0.41% | 153.70%-154.1pp | 119.21%-119.6pp | 519.81%-520.2pp |
| Employer contribution / active EE | $12,268 | $5,152+138.1% | $4,628+165.1% | $4,779+156.7% |
| Participant deferral / active EE | $7,924 | $6,800+16.5% | $6,426+23.3% | $5,609+41.3% |
| Admin fee / account holder | $1,877 | $10,917-82.8% | $9,284-79.8% | $10,828-82.7% |