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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 | $51,872 | $138,076-62.4% | $123,553-58.0% | $135,380-61.7% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -6.76% | 153.70%-160.5pp | 119.21%-126.0pp | 519.81%-526.6pp |
| Employer contribution / active EE | $3,218 | $5,152-37.5% | $4,628-30.5% | $4,779-32.7% |
| Participant deferral / active EE | $8,838 | $6,800+30.0% | $6,426+37.5% | $5,609+57.6% |
| Admin fee / account holder | $6,603 | $10,917-39.5% | $9,284-28.9% | $10,828-39.0% |