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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 | $55,875 | $138,076-59.5% | $123,553-54.8% | $135,380-58.7% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -7.23% | 153.70%-160.9pp | 119.21%-126.4pp | 519.81%-527.0pp |
| Employer contribution / active EE | $1,877 | $5,152-63.6% | $4,628-59.4% | $4,779-60.7% |
| Participant deferral / active EE | $6,542 | $6,800-3.8% | $6,426+1.8% | $5,609+16.6% |
| Admin fee / account holder | $993 | $10,917-90.9% | $9,284-89.3% | $10,828-90.8% |