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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 | $31,852 | $138,076-76.9% | $123,553-74.2% | $135,380-76.5% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -5.56% | 153.70%-159.3pp | 119.21%-124.8pp | 519.81%-525.4pp |
| Employer contribution / active EE | $5,028 | $5,152-2.4% | $4,628+8.6% | $4,779+5.2% |
| Participant deferral / active EE | $9,354 | $6,800+37.6% | $6,426+45.6% | $5,609+66.8% |
| Admin fee / account holder | $2,870 | $10,917-73.7% | $9,284-69.1% | $10,828-73.5% |