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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 | $41,087 | $138,076-70.2% | $123,553-66.7% | $135,380-69.7% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -3.95% | 153.70%-157.6pp | 119.21%-123.2pp | 519.81%-523.8pp |
| Employer contribution / active EE | $1,559 | $5,152-69.7% | $4,628-66.3% | $4,779-67.4% |
| Participant deferral / active EE | $6,455 | $6,800-5.1% | $6,426+0.5% | $5,609+15.1% |
| Admin fee / account holder | $3,316 | $10,917-69.6% | $9,284-64.3% | $10,828-69.4% |