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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 | $74,834 | $138,076-45.8% | $123,553-39.4% | $135,380-44.7% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -7.55% | 153.70%-161.3pp | 119.21%-126.8pp | 519.81%-527.4pp |
| Employer contribution / active EE | $5,575 | $5,152+8.2% | $4,628+20.5% | $4,779+16.7% |
| Participant deferral / active EE | $12,056 | $6,800+77.3% | $6,426+87.6% | $5,609+114.9% |
| Admin fee / account holder | $10,869 | $10,917-0.4% | $9,284+17.1% | $10,828+0.4% |