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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 | $56,039 | $138,075-59.4% | $123,552-54.6% | $135,379-58.6% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -2.83% | 153.70%-156.5pp | 119.20%-122.0pp | 519.79%-522.6pp |
| Employer contribution / active EE | $8,605 | $5,152+67.0% | $4,628+85.9% | $4,779+80.1% |
| Participant deferral / active EE | $8,930 | $6,800+31.3% | $6,426+39.0% | $5,609+59.2% |
| Admin fee / account holder | $8,333 | $10,917-23.7% | $9,285-10.2% | $10,828-23.0% |