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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 | $93,928 | $138,075-32.0% | $123,552-24.0% | $135,379-30.6% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -4.76% | 153.70%-158.5pp | 119.20%-124.0pp | 519.79%-524.5pp |
| Employer contribution / active EE | $1,379 | $5,152-73.2% | $4,628-70.2% | $4,779-71.2% |
| Participant deferral / active EE | $5,151 | $6,800-24.3% | $6,426-19.8% | $5,609-8.2% |
| Admin fee / account holder | $364 | $10,917-96.7% | $9,285-96.1% | $10,828-96.6% |