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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 | $47,477 | $138,076-65.6% | $123,553-61.6% | $135,380-64.9% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -2.64% | 153.70%-156.3pp | 119.21%-121.9pp | 519.81%-522.5pp |
| Employer contribution / active EE | $3,170 | $5,152-38.5% | $4,628-31.5% | $4,779-33.7% |
| Participant deferral / active EE | $6,416 | $6,800-5.6% | $6,426-0.2% | $5,609+14.4% |
| Admin fee / account holder | $105,699 | $10,917+868.2% | $9,284+1038.5% | $10,828+876.2% |