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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 | $28,295 | $138,076-79.5% | $123,553-77.1% | $135,380-79.1% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -5.12% | 153.70%-158.8pp | 119.21%-124.3pp | 519.81%-524.9pp |
| Employer contribution / active EE | $2,250 | $5,152-56.3% | $4,628-51.4% | $4,779-52.9% |
| Participant deferral / active EE | $5,048 | $6,800-25.8% | $6,426-21.4% | $5,609-10.0% |
| Admin fee / account holder | $1,860 | $10,917-83.0% | $9,284-80.0% | $10,828-82.8% |