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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 | $34,127 | $138,076-75.3% | $123,553-72.4% | $135,380-74.8% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -8.03% | 153.70%-161.7pp | 119.21%-127.2pp | 519.81%-527.8pp |
| Employer contribution / active EE | $6,128 | $5,152+19.0% | $4,628+32.4% | $4,779+28.2% |
| Participant deferral / active EE | $6,419 | $6,800-5.6% | $6,426-0.1% | $5,609+14.4% |
| Admin fee / account holder | $735 | $10,917-93.3% | $9,284-92.1% | $10,828-93.2% |