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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 | $71,491 | $138,075-48.2% | $123,552-42.1% | $135,379-47.2% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -5.22% | 153.70%-158.9pp | 119.20%-124.4pp | 519.79%-525.0pp |
| Employer contribution / active EE | $1,933 | $5,152-62.5% | $4,628-58.2% | $4,779-59.6% |
| Participant deferral / active EE | $3,023 | $6,800-55.5% | $6,426-53.0% | $5,609-46.1% |
| Admin fee / account holder | $1,219 | $10,917-88.8% | $9,285-86.9% | $10,828-88.7% |