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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 | $76,789 | $138,076-44.4% | $123,553-37.8% | $135,380-43.3% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -3.32% | 153.70%-157.0pp | 119.21%-122.5pp | 519.81%-523.1pp |
| Employer contribution / active EE | $2,625 | $5,152-49.0% | $4,628-43.3% | $4,779-45.1% |
| Participant deferral / active EE | $8,175 | $6,800+20.2% | $6,426+27.2% | $5,609+45.7% |
| Admin fee / account holder | $8,321 | $10,917-23.8% | $9,284-10.4% | $10,828-23.2% |