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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 | $72,435 | $138,075-47.5% | $123,552-41.4% | $135,379-46.5% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -1.88% | 153.70%-155.6pp | 119.20%-121.1pp | 519.79%-521.7pp |
| Employer contribution / active EE | $13,498 | $5,152+162.0% | $4,628+191.7% | $4,779+182.5% |
| Participant deferral / active EE | $9,301 | $6,800+36.8% | $6,426+44.7% | $5,609+65.8% |
| Admin fee / account holder | $23,327 | $10,917+113.7% | $9,285+151.2% | $10,828+115.4% |