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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 | $63,760 | $138,076-53.8% | $123,553-48.4% | $135,380-52.9% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -3.55% | 153.70%-157.3pp | 119.21%-122.8pp | 519.81%-523.4pp |
| Employer contribution / active EE | $13,127 | $5,152+154.8% | $4,628+183.6% | $4,779+174.7% |
| Participant deferral / active EE | $6,422 | $6,800-5.6% | $6,426-0.1% | $5,609+14.5% |
| Admin fee / account holder | $19,791 | $10,917+81.3% | $9,284+113.2% | $10,828+82.8% |