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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 | $56,634 | $138,075-59.0% | $123,552-54.2% | $135,379-58.2% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -2.69% | 153.70%-156.4pp | 119.20%-121.9pp | 519.79%-522.5pp |
| Employer contribution / active EE | $6,122 | $5,152+18.8% | $4,628+32.3% | $4,779+28.1% |
| Participant deferral / active EE | $13,757 | $6,800+102.3% | $6,426+114.1% | $5,609+145.3% |
| Admin fee / account holder | $570 | $10,917-94.8% | $9,285-93.9% | $10,828-94.7% |