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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 | $54,310 | $138,076-60.7% | $123,553-56.0% | $135,380-59.9% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -5.26% | 153.70%-159.0pp | 119.21%-124.5pp | 519.81%-525.1pp |
| Employer contribution / active EE | $2,679 | $5,152-48.0% | $4,628-42.1% | $4,779-43.9% |
| Participant deferral / active EE | $5,839 | $6,800-14.1% | $6,426-9.1% | $5,609+4.1% |
| Admin fee / account holder | $26,519 | $10,917+142.9% | $9,284+185.6% | $10,828+144.9% |