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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 | $79,220 | $138,075-42.6% | $123,552-35.9% | $135,379-41.5% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -7.38% | 153.70%-161.1pp | 119.20%-126.6pp | 519.79%-527.2pp |
| Employer contribution / active EE | $14,750 | $5,152+186.3% | $4,628+218.7% | $4,779+208.6% |
| Participant deferral / active EE | $9,230 | $6,800+35.7% | $6,426+43.6% | $5,609+64.6% |
| Admin fee / account holder | $544 | $10,917-95.0% | $9,285-94.1% | $10,828-95.0% |