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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 | $80,091 | $138,076-42.0% | $123,553-35.2% | $135,380-40.8% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -6.42% | 153.70%-160.1pp | 119.21%-125.6pp | 519.81%-526.2pp |
| Employer contribution / active EE | $2,300 | $5,152-55.4% | $4,628-50.3% | $4,779-51.9% |
| Participant deferral / active EE | $12,550 | $6,800+84.6% | $6,426+95.3% | $5,609+123.7% |
| Admin fee / account holder | $689 | $10,917-93.7% | $9,284-92.6% | $10,828-93.6% |