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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 | $61,399 | $138,076-55.5% | $123,553-50.3% | $135,380-54.6% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -4.50% | 153.70%-158.2pp | 119.21%-123.7pp | 519.81%-524.3pp |
| Employer contribution / active EE | $2,173 | $5,152-57.8% | $4,628-53.1% | $4,779-54.5% |
| Participant deferral / active EE | $11,939 | $6,800+75.6% | $6,426+85.8% | $5,609+112.9% |
| Admin fee / account holder | $2,167 | $10,917-80.2% | $9,284-76.7% | $10,828-80.0% |