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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 | $53,568 | $138,076-61.2% | $123,553-56.6% | $135,380-60.4% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -7.48% | 153.70%-161.2pp | 119.21%-126.7pp | 519.81%-527.3pp |
| Employer contribution / active EE | $6,894 | $5,152+33.8% | $4,628+49.0% | $4,779+44.3% |
| Participant deferral / active EE | $4,391 | $6,800-35.4% | $6,426-31.7% | $5,609-21.7% |
| Admin fee / account holder | $2,397 | $10,917-78.0% | $9,284-74.2% | $10,828-77.9% |