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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 | $24,914 | $138,076-82.0% | $123,553-79.8% | $135,380-81.6% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -2.25% | 153.70%-155.9pp | 119.21%-121.5pp | 519.81%-522.1pp |
| Employer contribution / active EE | $4,926 | $5,152-4.4% | $4,628+6.4% | $4,779+3.1% |
| Participant deferral / active EE | $9,421 | $6,800+38.6% | $6,426+46.6% | $5,609+68.0% |
| Admin fee / account holder | $49,070 | $10,917+349.5% | $9,284+428.5% | $10,828+353.2% |