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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 | $89,253 | $138,076-35.4% | $123,553-27.8% | $135,380-34.1% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -3.60% | 153.70%-157.3pp | 119.21%-122.8pp | 519.81%-523.4pp |
| Employer contribution / active EE | $2,651 | $5,152-48.5% | $4,628-42.7% | $4,779-44.5% |
| Participant deferral / active EE | $3,255 | $6,800-52.1% | $6,426-49.3% | $5,609-42.0% |
| Admin fee / account holder | $69,917 | $10,917+540.5% | $9,284+653.1% | $10,828+545.7% |