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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 | $63,744 | $138,076-53.8% | $123,553-48.4% | $135,380-52.9% |
| Participation rate | 88.9% | 84.7%+4.2pp | 82.3%+6.6pp | 82.6%+6.2pp |
| Annual return | -0.79% | 153.70%-154.5pp | 119.21%-120.0pp | 519.81%-520.6pp |
| Employer contribution / active EE | $5,556 | $5,152+7.8% | $4,628+20.0% | $4,779+16.3% |
| Participant deferral / active EE | $0 | $6,800-100.0% | $6,426-100.0% | $5,609-100.0% |
| Admin fee / account holder | $24,609 | $10,917+125.4% | $9,284+165.1% | $10,828+127.3% |