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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 | $47,283 | $138,075-65.8% | $123,552-61.7% | $135,379-65.1% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -5.78% | 153.70%-159.5pp | 119.20%-125.0pp | 519.79%-525.6pp |
| Employer contribution / active EE | $16,177 | $5,152+214.0% | $4,628+249.5% | $4,779+238.5% |
| Participant deferral / active EE | $13,000 | $6,800+91.2% | $6,426+102.3% | $5,609+131.8% |
| Admin fee / account holder | $382 | $10,917-96.5% | $9,285-95.9% | $10,828-96.5% |