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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 | $75,498 | $138,076-45.3% | $123,553-38.9% | $135,380-44.2% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -5.24% | 153.70%-158.9pp | 119.21%-124.4pp | 519.81%-525.0pp |
| Employer contribution / active EE | $1,739 | $5,152-66.2% | $4,628-62.4% | $4,779-63.6% |
| Participant deferral / active EE | $7,792 | $6,800+14.6% | $6,426+21.3% | $5,609+38.9% |
| Admin fee / account holder | $34,867 | $10,917+219.4% | $9,284+275.5% | $10,828+222.0% |