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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 | $54,952 | $138,076-60.2% | $123,553-55.5% | $135,380-59.4% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -5.16% | 153.70%-158.9pp | 119.21%-124.4pp | 519.81%-525.0pp |
| Employer contribution / active EE | $1,879 | $5,152-63.5% | $4,628-59.4% | $4,779-60.7% |
| Participant deferral / active EE | $5,641 | $6,800-17.0% | $6,426-12.2% | $5,609+0.6% |
| Admin fee / account holder | $1,561 | $10,917-85.7% | $9,284-83.2% | $10,828-85.6% |