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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 | $60,799 | $138,075-56.0% | $123,552-50.8% | $135,379-55.1% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -6.04% | 153.70%-159.7pp | 119.20%-125.2pp | 519.79%-525.8pp |
| Employer contribution / active EE | $7,505 | $5,152+45.7% | $4,628+62.2% | $4,779+57.0% |
| Participant deferral / active EE | $9,741 | $6,800+43.3% | $6,426+51.6% | $5,609+73.7% |
| Admin fee / account holder | $42,170 | $10,917+286.3% | $9,285+354.2% | $10,828+289.5% |