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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 | $61,604 | $138,076-55.4% | $123,553-50.1% | $135,380-54.5% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -4.41% | 153.70%-158.1pp | 119.21%-123.6pp | 519.81%-524.2pp |
| Employer contribution / active EE | $4,297 | $5,152-16.6% | $4,628-7.2% | $4,779-10.1% |
| Participant deferral / active EE | $7,363 | $6,800+8.3% | $6,426+14.6% | $5,609+31.3% |
| Admin fee / account holder | $2,251 | $10,917-79.4% | $9,284-75.8% | $10,828-79.2% |