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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 | $105,033 | $138,076-23.9% | $123,553-15.0% | $135,380-22.4% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -2.25% | 153.70%-156.0pp | 119.21%-121.5pp | 519.81%-522.1pp |
| Employer contribution / active EE | $10,753 | $5,152+108.7% | $4,628+132.3% | $4,779+125.0% |
| Participant deferral / active EE | $9,877 | $6,800+45.3% | $6,426+53.7% | $5,609+76.1% |
| Admin fee / account holder | $34,873 | $10,917+219.4% | $9,284+275.6% | $10,828+222.1% |