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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 | $54,315 | $138,075-60.7% | $123,552-56.0% | $135,379-59.9% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -4.86% | 153.70%-158.6pp | 119.20%-124.1pp | 519.79%-524.7pp |
| Employer contribution / active EE | $4,408 | $5,152-14.4% | $4,628-4.7% | $4,779-7.8% |
| Participant deferral / active EE | $10,250 | $6,800+50.7% | $6,426+59.5% | $5,609+82.7% |
| Admin fee / account holder | $1,221 | $10,917-88.8% | $9,285-86.8% | $10,828-88.7% |