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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 | $44,390 | $138,076-67.9% | $123,553-64.1% | $135,380-67.2% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -6.69% | 153.70%-160.4pp | 119.21%-125.9pp | 519.81%-526.5pp |
| Employer contribution / active EE | $2,439 | $5,152-52.7% | $4,628-47.3% | $4,779-49.0% |
| Participant deferral / active EE | $4,332 | $6,800-36.3% | $6,426-32.6% | $5,609-22.8% |
| Admin fee / account holder | $8,191 | $10,917-25.0% | $9,284-11.8% | $10,828-24.4% |