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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 | $45,099 | $138,076-67.3% | $123,553-63.5% | $135,380-66.7% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -7.02% | 153.70%-160.7pp | 119.21%-126.2pp | 519.81%-526.8pp |
| Employer contribution / active EE | $2,996 | $5,152-41.8% | $4,628-35.3% | $4,779-37.3% |
| Participant deferral / active EE | $15,696 | $6,800+130.8% | $6,426+144.3% | $5,609+179.8% |
| Admin fee / account holder | $10,617 | $10,917-2.7% | $9,284+14.3% | $10,828-2.0% |