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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 | $23,315 | $138,076-83.1% | $123,553-81.1% | $135,380-82.8% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -7.00% | 153.70%-160.7pp | 119.21%-126.2pp | 519.81%-526.8pp |
| Employer contribution / active EE | $7,345 | $5,152+42.6% | $4,628+58.7% | $4,779+53.7% |
| Participant deferral / active EE | $7,316 | $6,800+7.6% | $6,426+13.9% | $5,609+30.4% |
| Admin fee / account holder | $599 | $10,917-94.5% | $9,284-93.6% | $10,828-94.5% |