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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 | $54,235 | $138,072-60.7% | $123,549-56.1% | $135,382-59.9% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -6.48% | 153.69%-160.2pp | 119.20%-125.7pp | 519.77%-526.2pp |
| Employer contribution / active EE | $1,735 | $5,152-66.3% | $4,628-62.5% | $4,779-63.7% |
| Participant deferral / active EE | $3,515 | $6,799-48.3% | $6,426-45.3% | $5,609-37.3% |
| Admin fee / account holder | $848 | $10,917-92.2% | $9,284-90.9% | $10,829-92.2% |