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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 | $42,914 | $138,075-68.9% | $123,552-65.3% | $135,379-68.3% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -5.51% | 153.70%-159.2pp | 119.20%-124.7pp | 519.79%-525.3pp |
| Employer contribution / active EE | $2,574 | $5,152-50.0% | $4,628-44.4% | $4,779-46.1% |
| Participant deferral / active EE | $10,999 | $6,800+61.8% | $6,426+71.2% | $5,609+96.1% |
| Admin fee / account holder | $3,912 | $10,917-64.2% | $9,285-57.9% | $10,828-63.9% |