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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 | $90,027 | $138,075-34.8% | $123,552-27.1% | $135,379-33.5% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -7.05% | 153.70%-160.7pp | 119.20%-126.2pp | 519.79%-526.8pp |
| Employer contribution / active EE | $14,284 | $5,152+177.3% | $4,628+208.6% | $4,779+198.9% |
| Participant deferral / active EE | $33,997 | $6,800+400.0% | $6,426+429.1% | $5,609+506.1% |
| Admin fee / account holder | $10,268 | $10,917-5.9% | $9,285+10.6% | $10,828-5.2% |