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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 | $57,604 | $138,075-58.3% | $123,552-53.4% | $135,379-57.4% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -5.06% | 153.70%-158.8pp | 119.20%-124.3pp | 519.79%-524.8pp |
| Employer contribution / active EE | $2,101 | $5,152-59.2% | $4,628-54.6% | $4,779-56.0% |
| Participant deferral / active EE | $2,412 | $6,800-64.5% | $6,426-62.5% | $5,609-57.0% |
| Admin fee / account holder | $618 | $10,917-94.3% | $9,285-93.3% | $10,828-94.3% |