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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 | $64,276 | $138,076-53.4% | $123,553-48.0% | $135,380-52.5% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -5.85% | 153.70%-159.6pp | 119.21%-125.1pp | 519.81%-525.7pp |
| Employer contribution / active EE | $3,095 | $5,152-39.9% | $4,628-33.1% | $4,779-35.2% |
| Participant deferral / active EE | $14,656 | $6,800+115.5% | $6,426+128.1% | $5,609+161.3% |
| Admin fee / account holder | $851 | $10,917-92.2% | $9,284-90.8% | $10,828-92.1% |