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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 | $77,822 | $138,076-43.6% | $123,553-37.0% | $135,380-42.5% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -3.17% | 153.70%-156.9pp | 119.21%-122.4pp | 519.81%-523.0pp |
| Employer contribution / active EE | $8,838 | $5,152+71.5% | $4,628+91.0% | $4,779+84.9% |
| Participant deferral / active EE | $14,656 | $6,800+115.5% | $6,426+128.1% | $5,609+161.3% |
| Admin fee / account holder | $55,732 | $10,917+410.5% | $9,284+500.3% | $10,828+414.7% |