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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 | $54,160 | $138,076-60.8% | $123,553-56.2% | $135,380-60.0% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -8.89% | 153.70%-162.6pp | 119.21%-128.1pp | 519.81%-528.7pp |
| Employer contribution / active EE | $2,542 | $5,152-50.7% | $4,628-45.1% | $4,779-46.8% |
| Participant deferral / active EE | $5,238 | $6,800-23.0% | $6,426-18.5% | $5,609-6.6% |
| Admin fee / account holder | $1,645 | $10,917-84.9% | $9,284-82.3% | $10,828-84.8% |