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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 | $54,686 | $138,076-60.4% | $123,553-55.7% | $135,380-59.6% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -5.47% | 153.70%-159.2pp | 119.21%-124.7pp | 519.81%-525.3pp |
| Employer contribution / active EE | $6,948 | $5,152+34.9% | $4,628+50.1% | $4,779+45.4% |
| Participant deferral / active EE | $3,139 | $6,800-53.8% | $6,426-51.2% | $5,609-44.0% |
| Admin fee / account holder | $2,980 | $10,917-72.7% | $9,284-67.9% | $10,828-72.5% |