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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 | $56,819 | $138,076-58.8% | $123,553-54.0% | $135,380-58.0% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -6.10% | 153.70%-159.8pp | 119.21%-125.3pp | 519.81%-525.9pp |
| Employer contribution / active EE | $2,336 | $5,152-54.7% | $4,628-49.5% | $4,779-51.1% |
| Participant deferral / active EE | $6,527 | $6,800-4.0% | $6,426+1.6% | $5,609+16.4% |
| Admin fee / account holder | $32,014 | $10,917+193.3% | $9,284+244.8% | $10,828+195.7% |