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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 | $59,401 | $138,072-57.0% | $123,549-51.9% | $135,382-56.1% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -6.09% | 153.69%-159.8pp | 119.20%-125.3pp | 519.77%-525.9pp |
| Employer contribution / active EE | $2,319 | $5,152-55.0% | $4,628-49.9% | $4,779-51.5% |
| Participant deferral / active EE | $8,167 | $6,799+20.1% | $6,426+27.1% | $5,609+45.6% |
| Admin fee / account holder | $643 | $10,917-94.1% | $9,284-93.1% | $10,829-94.1% |