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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 | $68,833 | $138,075-50.1% | $123,552-44.3% | $135,379-49.2% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -1.59% | 153.70%-155.3pp | 119.20%-120.8pp | 519.79%-521.4pp |
| Employer contribution / active EE | $2,716 | $5,152-47.3% | $4,628-41.3% | $4,779-43.2% |
| Participant deferral / active EE | $15,887 | $6,800+133.6% | $6,426+147.2% | $5,609+183.2% |
| Admin fee / account holder | $21,362 | $10,917+95.7% | $9,285+130.1% | $10,828+97.3% |