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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 | $75,390 | $138,076-45.4% | $123,553-39.0% | $135,380-44.3% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -7.17% | 153.70%-160.9pp | 119.21%-126.4pp | 519.81%-527.0pp |
| Employer contribution / active EE | $8,598 | $5,152+66.9% | $4,628+85.8% | $4,779+79.9% |
| Participant deferral / active EE | $5,825 | $6,800-14.3% | $6,426-9.4% | $5,609+3.8% |
| Admin fee / account holder | $543 | $10,917-95.0% | $9,284-94.1% | $10,828-95.0% |