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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 | $55,005 | $106,557-48.4% | $91,227-39.7% | $134,545-59.1% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -10.28% | 160.81%-171.1pp | 114.14%-124.4pp | 418.37%-428.6pp |
| Employer contribution / active EE | $2,513 | $3,332-24.6% | $2,851-11.9% | $4,742-47.0% |
| Participant deferral / active EE | $4,423 | $4,719-6.3% | $4,234+4.5% | $6,401-30.9% |
| Admin fee / account holder | $491 | $6,235-92.1% | $5,423-91.0% | $11,431-95.7% |