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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 | $90,628 | $138,076-34.4% | $123,553-26.6% | $135,380-33.1% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -2.93% | 153.70%-156.6pp | 119.21%-122.1pp | 519.81%-522.7pp |
| Employer contribution / active EE | $2,643 | $5,152-48.7% | $4,628-42.9% | $4,779-44.7% |
| Participant deferral / active EE | $3,942 | $6,800-42.0% | $6,426-38.7% | $5,609-29.7% |
| Admin fee / account holder | $31,652 | $10,917+189.9% | $9,284+240.9% | $10,828+192.3% |