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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 | $78,425 | $138,076-43.2% | $123,553-36.5% | $135,380-42.1% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -6.03% | 153.70%-159.7pp | 119.21%-125.2pp | 519.81%-525.8pp |
| Employer contribution / active EE | $2,781 | $5,152-46.0% | $4,628-39.9% | $4,779-41.8% |
| Participant deferral / active EE | $5,851 | $6,800-13.9% | $6,426-8.9% | $5,609+4.3% |
| Admin fee / account holder | $14,484 | $10,917+32.7% | $9,284+56.0% | $10,828+33.8% |