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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 | $47,128 | $138,076-65.9% | $123,553-61.9% | $135,380-65.2% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -5.64% | 153.70%-159.3pp | 119.21%-124.8pp | 519.81%-525.4pp |
| Employer contribution / active EE | $5,846 | $5,152+13.5% | $4,628+26.3% | $4,779+22.3% |
| Participant deferral / active EE | $8,186 | $6,800+20.4% | $6,426+27.4% | $5,609+45.9% |
| Admin fee / account holder | $7,155 | $10,917-34.5% | $9,284-22.9% | $10,828-33.9% |