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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 | $52,912 | $138,076-61.7% | $123,553-57.2% | $135,380-60.9% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -7.64% | 153.70%-161.3pp | 119.21%-126.8pp | 519.81%-527.4pp |
| Employer contribution / active EE | $3,651 | $5,152-29.1% | $4,628-21.1% | $4,779-23.6% |
| Participant deferral / active EE | $7,739 | $6,800+13.8% | $6,426+20.4% | $5,609+38.0% |
| Admin fee / account holder | $765 | $10,917-93.0% | $9,284-91.8% | $10,828-92.9% |