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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 | $43,762 | $138,076-68.3% | $123,553-64.6% | $135,380-67.7% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -7.92% | 153.70%-161.6pp | 119.21%-127.1pp | 519.81%-527.7pp |
| Employer contribution / active EE | $4,572 | $5,152-11.3% | $4,628-1.2% | $4,779-4.3% |
| Participant deferral / active EE | $9,101 | $6,800+33.8% | $6,426+41.6% | $5,609+62.3% |
| Admin fee / account holder | $1,381 | $10,917-87.3% | $9,284-85.1% | $10,828-87.2% |