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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 | $102,923 | $152,542-32.5% | $117,498-12.4% | $134,509-23.5% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -6.29% | 53.02%-59.3pp | 29.75%-36.0pp | 418.13%-424.4pp |
| Employer contribution / active EE | $8,409 | $5,574+50.9% | $4,178+101.3% | $4,741+77.4% |
| Participant deferral / active EE | $0 | $4,819-100.0% | $4,071-100.0% | $6,400-100.0% |
| Admin fee / account holder | $693 | $7,006-90.1% | $5,646-87.7% | $11,427-93.9% |