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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 | $98,453 | $138,076-28.7% | $123,553-20.3% | $135,380-27.3% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -4.95% | 153.70%-158.7pp | 119.21%-124.2pp | 519.81%-524.8pp |
| Employer contribution / active EE | $2,421 | $5,152-53.0% | $4,628-47.7% | $4,779-49.3% |
| Participant deferral / active EE | $10,960 | $6,800+61.2% | $6,426+70.6% | $5,609+95.4% |
| Admin fee / account holder | $29,015 | $10,917+165.8% | $9,284+212.5% | $10,828+168.0% |