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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 | $52,369 | $138,076-62.1% | $123,553-57.6% | $135,380-61.3% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -6.71% | 153.70%-160.4pp | 119.21%-125.9pp | 519.81%-526.5pp |
| Employer contribution / active EE | $9,798 | $5,152+90.2% | $4,628+111.7% | $4,779+105.0% |
| Participant deferral / active EE | $9,665 | $6,800+42.1% | $6,426+50.4% | $5,609+72.3% |
| Admin fee / account holder | $7,688 | $10,917-29.6% | $9,284-17.2% | $10,828-29.0% |