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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 | $77,905 | $138,072-43.6% | $123,549-36.9% | $135,382-42.5% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -0.28% | 153.69%-154.0pp | 119.20%-119.5pp | 519.77%-520.0pp |
| Employer contribution / active EE | $7,344 | $5,152+42.6% | $4,628+58.7% | $4,779+53.7% |
| Participant deferral / active EE | $7,276 | $6,799+7.0% | $6,426+13.2% | $5,609+29.7% |
| Admin fee / account holder | $8,670 | $10,917-20.6% | $9,284-6.6% | $10,829-19.9% |