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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 | $63,802 | $138,075-53.8% | $123,552-48.4% | $135,379-52.9% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -1.18% | 153.70%-154.9pp | 119.20%-120.4pp | 519.79%-521.0pp |
| Employer contribution / active EE | $1,467 | $5,152-71.5% | $4,628-68.3% | $4,779-69.3% |
| Participant deferral / active EE | $6,873 | $6,800+1.1% | $6,426+7.0% | $5,609+22.5% |
| Admin fee / account holder | $1,747 | $10,917-84.0% | $9,285-81.2% | $10,828-83.9% |