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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 | $23,400 | $138,075-83.1% | $123,552-81.1% | $135,379-82.7% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -4.50% | 153.70%-158.2pp | 119.20%-123.7pp | 519.79%-524.3pp |
| Employer contribution / active EE | $2,341 | $5,152-54.6% | $4,628-49.4% | $4,779-51.0% |
| Participant deferral / active EE | $3,386 | $6,800-50.2% | $6,426-47.3% | $5,609-39.6% |
| Admin fee / account holder | $1,401 | $10,917-87.2% | $9,285-84.9% | $10,828-87.1% |