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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 | $108,580 | $138,076-21.4% | $123,553-12.1% | $135,380-19.8% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -2.14% | 153.70%-155.8pp | 119.21%-121.3pp | 519.81%-521.9pp |
| Employer contribution / active EE | $3,760 | $5,152-27.0% | $4,628-18.8% | $4,779-21.3% |
| Participant deferral / active EE | $0 | $6,800-100.0% | $6,426-100.0% | $5,609-100.0% |
| Admin fee / account holder | $4,568 | $10,917-58.2% | $9,284-50.8% | $10,828-57.8% |