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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 | $57,167 | $138,076-58.6% | $123,553-53.7% | $135,380-57.8% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -5.25% | 153.70%-159.0pp | 119.21%-124.5pp | 519.81%-525.1pp |
| Employer contribution / active EE | $2,727 | $5,152-47.1% | $4,628-41.1% | $4,779-42.9% |
| Participant deferral / active EE | $3,430 | $6,800-49.6% | $6,426-46.6% | $5,609-38.8% |
| Admin fee / account holder | $22,959 | $10,917+110.3% | $9,284+147.3% | $10,828+112.0% |