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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 | $97,975 | $138,072-29.0% | $123,549-20.7% | $135,382-27.6% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -1.42% | 153.69%-155.1pp | 119.20%-120.6pp | 519.77%-521.2pp |
| Employer contribution / active EE | $4,200 | $5,152-18.5% | $4,628-9.2% | $4,779-12.1% |
| Participant deferral / active EE | $0 | $6,799-100.0% | $6,426-100.0% | $5,609-100.0% |
| Admin fee / account holder | $18,560 | $10,917+70.0% | $9,284+99.9% | $10,829+71.4% |