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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 | $92,739 | $138,072-32.8% | $123,549-24.9% | $135,382-31.5% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -4.44% | 153.69%-158.1pp | 119.20%-123.6pp | 519.77%-524.2pp |
| Employer contribution / active EE | $1,692 | $5,152-67.2% | $4,628-63.4% | $4,779-64.6% |
| Participant deferral / active EE | $5,708 | $6,799-16.1% | $6,426-11.2% | $5,609+1.8% |
| Admin fee / account holder | $14,438 | $10,917+32.3% | $9,284+55.5% | $10,829+33.3% |