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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 | $89,714 | $138,075-35.0% | $123,552-27.4% | $135,379-33.7% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -0.92% | 153.70%-154.6pp | 119.20%-120.1pp | 519.79%-520.7pp |
| Employer contribution / active EE | $4,956 | $5,152-3.8% | $4,628+7.1% | $4,779+3.7% |
| Participant deferral / active EE | $0 | $6,800-100.0% | $6,426-100.0% | $5,609-100.0% |
| Admin fee / account holder | $2,624 | $10,917-76.0% | $9,285-71.7% | $10,828-75.8% |