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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 | $30,327 | $138,076-78.0% | $123,553-75.5% | $135,380-77.6% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -6.91% | 153.70%-160.6pp | 119.21%-126.1pp | 519.81%-526.7pp |
| Employer contribution / active EE | $3,164 | $5,152-38.6% | $4,628-31.6% | $4,779-33.8% |
| Participant deferral / active EE | $6,632 | $6,800-2.5% | $6,426+3.2% | $5,609+18.2% |
| Admin fee / account holder | $1,257 | $10,917-88.5% | $9,284-86.5% | $10,828-88.4% |