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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 | $71,343 | $138,076-48.3% | $123,553-42.3% | $135,380-47.3% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -6.13% | 153.70%-159.8pp | 119.21%-125.3pp | 519.81%-525.9pp |
| Employer contribution / active EE | $1,476 | $5,152-71.3% | $4,628-68.1% | $4,779-69.1% |
| Participant deferral / active EE | $6,506 | $6,800-4.3% | $6,426+1.2% | $5,609+16.0% |
| Admin fee / account holder | $762 | $10,917-93.0% | $9,284-91.8% | $10,828-93.0% |