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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 | $61,618 | $138,076-55.4% | $123,553-50.1% | $135,380-54.5% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -7.45% | 153.70%-161.2pp | 119.21%-126.7pp | 519.81%-527.3pp |
| Employer contribution / active EE | $1,983 | $5,152-61.5% | $4,628-57.2% | $4,779-58.5% |
| Participant deferral / active EE | $13,870 | $6,800+104.0% | $6,426+115.8% | $5,609+147.3% |
| Admin fee / account holder | $345 | $10,917-96.8% | $9,284-96.3% | $10,828-96.8% |