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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 | $76,119 | $138,075-44.9% | $123,552-38.4% | $135,379-43.8% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -7.37% | 153.70%-161.1pp | 119.20%-126.6pp | 519.79%-527.2pp |
| Employer contribution / active EE | $6,065 | $5,152+17.7% | $4,628+31.0% | $4,779+26.9% |
| Participant deferral / active EE | $13,542 | $6,800+99.2% | $6,426+110.7% | $5,609+141.4% |
| Admin fee / account holder | $395 | $10,917-96.4% | $9,285-95.8% | $10,828-96.4% |