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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 | $65,526 | $138,076-52.5% | $123,553-47.0% | $135,380-51.6% |
| Participation rate | 95.5% | 84.7%+10.7pp | 82.3%+13.2pp | 82.6%+12.8pp |
| Annual return | -0.22% | 153.70%-153.9pp | 119.21%-119.4pp | 519.81%-520.0pp |
| Employer contribution / active EE | $1,753 | $5,152-66.0% | $4,628-62.1% | $4,779-63.3% |
| Participant deferral / active EE | $3,414 | $6,800-49.8% | $6,426-46.9% | $5,609-39.1% |
| Admin fee / account holder | $59,465 | $10,917+444.7% | $9,284+540.5% | $10,828+449.2% |