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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 | $36,855 | $138,072-73.3% | $123,549-70.2% | $135,382-72.8% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -7.38% | 153.69%-161.1pp | 119.20%-126.6pp | 519.77%-527.2pp |
| Employer contribution / active EE | $4,615 | $5,152-10.4% | $4,628-0.3% | $4,779-3.4% |
| Participant deferral / active EE | $5,846 | $6,799-14.0% | $6,426-9.0% | $5,609+4.2% |
| Admin fee / account holder | $3,608 | $10,917-66.9% | $9,284-61.1% | $10,829-66.7% |