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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 | $67,697 | $138,075-51.0% | $123,552-45.2% | $135,379-50.0% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -2.74% | 153.70%-156.4pp | 119.20%-121.9pp | 519.79%-522.5pp |
| Employer contribution / active EE | $3,189 | $5,152-38.1% | $4,628-31.1% | $4,779-33.3% |
| Participant deferral / active EE | $4,482 | $6,800-34.1% | $6,426-30.3% | $5,609-20.1% |
| Admin fee / account holder | $472 | $10,917-95.7% | $9,285-94.9% | $10,828-95.6% |