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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 | $47,392 | $138,076-65.7% | $123,553-61.6% | $135,380-65.0% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -5.58% | 153.70%-159.3pp | 119.21%-124.8pp | 519.81%-525.4pp |
| Employer contribution / active EE | $1,742 | $5,152-66.2% | $4,628-62.4% | $4,779-63.6% |
| Participant deferral / active EE | $3,660 | $6,800-46.2% | $6,426-43.1% | $5,609-34.8% |
| Admin fee / account holder | $8,996 | $10,917-17.6% | $9,284-3.1% | $10,828-16.9% |