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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 | $35,006 | $138,076-74.6% | $123,553-71.7% | $135,380-74.1% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -6.08% | 153.70%-159.8pp | 119.21%-125.3pp | 519.81%-525.9pp |
| Employer contribution / active EE | $2,535 | $5,152-50.8% | $4,628-45.2% | $4,779-47.0% |
| Participant deferral / active EE | $5,135 | $6,800-24.5% | $6,426-20.1% | $5,609-8.4% |
| Admin fee / account holder | $1,619 | $10,917-85.2% | $9,284-82.6% | $10,828-85.0% |