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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 | $36,256 | $138,076-73.7% | $123,553-70.7% | $135,380-73.2% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -2.21% | 153.70%-155.9pp | 119.21%-121.4pp | 519.81%-522.0pp |
| Employer contribution / active EE | $2,804 | $5,152-45.6% | $4,628-39.4% | $4,779-41.3% |
| Participant deferral / active EE | $4,543 | $6,800-33.2% | $6,426-29.3% | $5,609-19.0% |
| Admin fee / account holder | $22,131 | $10,917+102.7% | $9,284+138.4% | $10,828+104.4% |