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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 | $49,666 | $138,075-64.0% | $123,552-59.8% | $135,379-63.3% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -7.16% | 153.70%-160.9pp | 119.20%-126.4pp | 519.79%-526.9pp |
| Employer contribution / active EE | $14,268 | $5,152+177.0% | $4,628+208.3% | $4,779+198.6% |
| Participant deferral / active EE | $15,329 | $6,800+125.4% | $6,426+138.6% | $5,609+173.3% |
| Admin fee / account holder | $37,111 | $10,917+239.9% | $9,285+299.7% | $10,828+242.7% |