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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 | $68,787 | $138,076-50.2% | $123,553-44.3% | $135,380-49.2% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -7.30% | 153.70%-161.0pp | 119.21%-126.5pp | 519.81%-527.1pp |
| Employer contribution / active EE | $3,614 | $5,152-29.9% | $4,628-21.9% | $4,779-24.4% |
| Participant deferral / active EE | $10,357 | $6,800+52.3% | $6,426+61.2% | $5,609+84.6% |
| Admin fee / account holder | $6,088 | $10,917-44.2% | $9,284-34.4% | $10,828-43.8% |