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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 | $47,887 | $138,075-65.3% | $123,552-61.2% | $135,379-64.6% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -4.09% | 153.70%-157.8pp | 119.20%-123.3pp | 519.79%-523.9pp |
| Employer contribution / active EE | $3,093 | $5,152-40.0% | $4,628-33.2% | $4,779-35.3% |
| Participant deferral / active EE | $5,685 | $6,800-16.4% | $6,426-11.5% | $5,609+1.4% |
| Admin fee / account holder | $7,141 | $10,917-34.6% | $9,285-23.1% | $10,828-34.0% |