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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 | $47,145 | $138,076-65.9% | $123,553-61.8% | $135,380-65.2% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -2.70% | 153.70%-156.4pp | 119.21%-121.9pp | 519.81%-522.5pp |
| Employer contribution / active EE | $1,533 | $5,152-70.2% | $4,628-66.9% | $4,779-67.9% |
| Participant deferral / active EE | $4,454 | $6,800-34.5% | $6,426-30.7% | $5,609-20.6% |
| Admin fee / account holder | $52,126 | $10,917+377.5% | $9,284+461.4% | $10,828+381.4% |