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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 | $86,346 | $138,076-37.5% | $123,553-30.1% | $135,380-36.2% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -3.21% | 153.70%-156.9pp | 119.21%-122.4pp | 519.81%-523.0pp |
| Employer contribution / active EE | $6,137 | $5,152+19.1% | $4,628+32.6% | $4,779+28.4% |
| Participant deferral / active EE | $0 | $6,800-100.0% | $6,426-100.0% | $5,609-100.0% |
| Admin fee / account holder | $2,550 | $10,917-76.6% | $9,284-72.5% | $10,828-76.5% |