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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 | $34,015 | $138,075-75.4% | $123,552-72.5% | $135,379-74.9% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -7.94% | 153.70%-161.6pp | 119.20%-127.1pp | 519.79%-527.7pp |
| Employer contribution / active EE | $1,730 | $5,152-66.4% | $4,628-62.6% | $4,779-63.8% |
| Participant deferral / active EE | $4,662 | $6,800-31.4% | $6,426-27.4% | $5,609-16.9% |
| Admin fee / account holder | $1,697 | $10,917-84.5% | $9,285-81.7% | $10,828-84.3% |