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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 | $36,961 | $138,075-73.2% | $123,552-70.1% | $135,379-72.7% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -8.12% | 153.70%-161.8pp | 119.20%-127.3pp | 519.79%-527.9pp |
| Employer contribution / active EE | $4,736 | $5,152-8.1% | $4,628+2.3% | $4,779-0.9% |
| Participant deferral / active EE | $4,574 | $6,800-32.7% | $6,426-28.8% | $5,609-18.4% |
| Admin fee / account holder | $10,928 | $10,917+0.1% | $9,285+17.7% | $10,828+0.9% |