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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 | $43,120 | $138,075-68.8% | $123,552-65.1% | $135,379-68.1% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -4.66% | 153.70%-158.4pp | 119.20%-123.9pp | 519.79%-524.5pp |
| Employer contribution / active EE | $2,534 | $5,152-50.8% | $4,628-45.3% | $4,779-47.0% |
| Participant deferral / active EE | $3,448 | $6,800-49.3% | $6,426-46.3% | $5,609-38.5% |
| Admin fee / account holder | $24,547 | $10,917+124.9% | $9,285+164.4% | $10,828+126.7% |