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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 | $26,836 | $138,075-80.6% | $123,552-78.3% | $135,379-80.2% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -2.23% | 153.70%-155.9pp | 119.20%-121.4pp | 519.79%-522.0pp |
| Employer contribution / active EE | $1,082 | $5,152-79.0% | $4,628-76.6% | $4,779-77.4% |
| Participant deferral / active EE | $2,325 | $6,800-65.8% | $6,426-63.8% | $5,609-58.5% |
| Admin fee / account holder | $15,025 | $10,917+37.6% | $9,285+61.8% | $10,828+38.8% |