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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 | $52,524 | $138,076-62.0% | $123,553-57.5% | $135,380-61.2% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -4.34% | 153.70%-158.0pp | 119.21%-123.5pp | 519.81%-524.1pp |
| Employer contribution / active EE | $3,193 | $5,152-38.0% | $4,628-31.0% | $4,779-33.2% |
| Participant deferral / active EE | $5,964 | $6,800-12.3% | $6,426-7.2% | $5,609+6.3% |
| Admin fee / account holder | $764 | $10,917-93.0% | $9,284-91.8% | $10,828-92.9% |