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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 | $58,488 | $138,075-57.6% | $123,552-52.7% | $135,379-56.8% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -6.31% | 153.70%-160.0pp | 119.20%-125.5pp | 519.79%-526.1pp |
| Employer contribution / active EE | $1,852 | $5,152-64.0% | $4,628-60.0% | $4,779-61.2% |
| Participant deferral / active EE | $4,217 | $6,800-38.0% | $6,426-34.4% | $5,609-24.8% |
| Admin fee / account holder | $12,844 | $10,917+17.7% | $9,285+38.3% | $10,828+18.6% |