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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 | $47,201 | $138,072-65.8% | $123,549-61.8% | $135,382-65.1% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -2.70% | 153.69%-156.4pp | 119.20%-121.9pp | 519.77%-522.5pp |
| Employer contribution / active EE | $4,927 | $5,152-4.4% | $4,628+6.5% | $4,779+3.1% |
| Participant deferral / active EE | $3,172 | $6,799-53.4% | $6,426-50.6% | $5,609-43.5% |
| Admin fee / account holder | $3,314 | $10,917-69.6% | $9,284-64.3% | $10,829-69.4% |