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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 | $72,511 | $138,075-47.5% | $123,552-41.3% | $135,379-46.4% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -7.00% | 153.70%-160.7pp | 119.20%-126.2pp | 519.79%-526.8pp |
| Employer contribution / active EE | $7,716 | $5,152+49.8% | $4,628+66.7% | $4,779+61.5% |
| Participant deferral / active EE | $17,292 | $6,800+154.3% | $6,426+169.1% | $5,609+208.3% |
| Admin fee / account holder | $29,513 | $10,917+170.3% | $9,285+217.9% | $10,828+172.6% |