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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 | $52,268 | $138,076-62.1% | $123,553-57.7% | $135,380-61.4% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -7.54% | 153.70%-161.2pp | 119.21%-126.7pp | 519.81%-527.3pp |
| Employer contribution / active EE | $3,908 | $5,152-24.1% | $4,628-15.6% | $4,779-18.2% |
| Participant deferral / active EE | $4,152 | $6,800-38.9% | $6,426-35.4% | $5,609-26.0% |
| Admin fee / account holder | $417 | $10,917-96.2% | $9,284-95.5% | $10,828-96.2% |