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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 | $56,884 | $138,075-58.8% | $123,552-54.0% | $135,379-58.0% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -7.69% | 153.70%-161.4pp | 119.20%-126.9pp | 519.79%-527.5pp |
| Employer contribution / active EE | $2,827 | $5,152-45.1% | $4,628-38.9% | $4,779-40.9% |
| Participant deferral / active EE | $2,674 | $6,800-60.7% | $6,426-58.4% | $5,609-52.3% |
| Admin fee / account holder | $432 | $10,917-96.0% | $9,285-95.4% | $10,828-96.0% |