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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 | $40,271 | $138,075-70.8% | $123,552-67.4% | $135,379-70.3% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -7.88% | 153.70%-161.6pp | 119.20%-127.1pp | 519.79%-527.7pp |
| Employer contribution / active EE | $11,821 | $5,152+129.5% | $4,628+155.4% | $4,779+147.4% |
| Participant deferral / active EE | $6,040 | $6,800-11.2% | $6,426-6.0% | $5,609+7.7% |
| Admin fee / account holder | $684 | $10,917-93.7% | $9,285-92.6% | $10,828-93.7% |