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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 | $97,091 | $138,076-29.7% | $123,553-21.4% | $135,380-28.3% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -5.41% | 153.70%-159.1pp | 119.21%-124.6pp | 519.81%-525.2pp |
| Employer contribution / active EE | $6,886 | $5,152+33.7% | $4,628+48.8% | $4,779+44.1% |
| Participant deferral / active EE | $3,620 | $6,800-46.8% | $6,426-43.7% | $5,609-35.5% |
| Admin fee / account holder | $1,548 | $10,917-85.8% | $9,284-83.3% | $10,828-85.7% |