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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 | $96,037 | $138,072-30.4% | $123,549-22.3% | $135,382-29.1% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -2.66% | 153.69%-156.4pp | 119.20%-121.9pp | 519.77%-522.4pp |
| Employer contribution / active EE | $2,848 | $5,152-44.7% | $4,628-38.5% | $4,779-40.4% |
| Participant deferral / active EE | $16,241 | $6,799+138.9% | $6,426+152.7% | $5,609+189.5% |
| Admin fee / account holder | $1,099 | $10,917-89.9% | $9,284-88.2% | $10,829-89.8% |