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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 | $52,383 | $138,076-62.1% | $123,553-57.6% | $135,380-61.3% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -6.92% | 153.70%-160.6pp | 119.21%-126.1pp | 519.81%-526.7pp |
| Employer contribution / active EE | $3,826 | $5,152-25.7% | $4,628-17.3% | $4,779-19.9% |
| Participant deferral / active EE | $7,699 | $6,800+13.2% | $6,426+19.8% | $5,609+37.3% |
| Admin fee / account holder | $648 | $10,917-94.1% | $9,284-93.0% | $10,828-94.0% |