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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 | $52,158 | $138,076-62.2% | $123,553-57.8% | $135,380-61.5% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -8.79% | 153.70%-162.5pp | 119.21%-128.0pp | 519.81%-528.6pp |
| Employer contribution / active EE | $1,914 | $5,152-62.9% | $4,628-58.6% | $4,779-60.0% |
| Participant deferral / active EE | $6,526 | $6,800-4.0% | $6,426+1.6% | $5,609+16.3% |
| Admin fee / account holder | $15,012 | $10,917+37.5% | $9,284+61.7% | $10,828+38.6% |