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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 | $67,902 | $138,076-50.8% | $123,553-45.0% | $135,380-49.8% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -7.55% | 153.70%-161.2pp | 119.21%-126.8pp | 519.81%-527.4pp |
| Employer contribution / active EE | $6,738 | $5,152+30.8% | $4,628+45.6% | $4,779+41.0% |
| Participant deferral / active EE | $6,753 | $6,800-0.7% | $6,426+5.1% | $5,609+20.4% |
| Admin fee / account holder | $6,251 | $10,917-42.7% | $9,284-32.7% | $10,828-42.3% |