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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 | $52,303 | $138,075-62.1% | $123,552-57.7% | $135,379-61.4% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -3.75% | 153.70%-157.5pp | 119.20%-123.0pp | 519.79%-523.5pp |
| Employer contribution / active EE | $2,176 | $5,152-57.8% | $4,628-53.0% | $4,779-54.5% |
| Participant deferral / active EE | $2,720 | $6,800-60.0% | $6,426-57.7% | $5,609-51.5% |
| Admin fee / account holder | $10,201 | $10,917-6.6% | $9,285+9.9% | $10,828-5.8% |