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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 | $57,749 | $138,076-58.2% | $123,553-53.3% | $135,380-57.3% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -5.56% | 153.70%-159.3pp | 119.21%-124.8pp | 519.81%-525.4pp |
| Employer contribution / active EE | $2,775 | $5,152-46.1% | $4,628-40.0% | $4,779-41.9% |
| Participant deferral / active EE | $6,317 | $6,800-7.1% | $6,426-1.7% | $5,609+12.6% |
| Admin fee / account holder | $9,872 | $10,917-9.6% | $9,284+6.3% | $10,828-8.8% |