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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 | $86,335 | $138,076-37.5% | $123,553-30.1% | $135,380-36.2% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -5.86% | 153.70%-159.6pp | 119.21%-125.1pp | 519.81%-525.7pp |
| Employer contribution / active EE | $1,683 | $5,152-67.3% | $4,628-63.6% | $4,779-64.8% |
| Participant deferral / active EE | $2,421 | $6,800-64.4% | $6,426-62.3% | $5,609-56.8% |
| Admin fee / account holder | $651 | $10,917-94.0% | $9,284-93.0% | $10,828-94.0% |