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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 | $109,024 | $138,072-21.0% | $123,549-11.8% | $135,382-19.5% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -5.50% | 153.69%-159.2pp | 119.20%-124.7pp | 519.77%-525.3pp |
| Employer contribution / active EE | $0 | $5,152-100.0% | $4,628-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $4,961 | $6,799-27.0% | $6,426-22.8% | $5,609-11.5% |
| Admin fee / account holder | $26,061 | $10,917+138.7% | $9,284+180.7% | $10,829+140.7% |