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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 | $86,212 | $138,076-37.6% | $123,553-30.2% | $135,380-36.3% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -2.76% | 153.70%-156.5pp | 119.21%-122.0pp | 519.81%-522.6pp |
| Employer contribution / active EE | $2,453 | $5,152-52.4% | $4,628-47.0% | $4,779-48.7% |
| Participant deferral / active EE | $3,351 | $6,800-50.7% | $6,426-47.9% | $5,609-40.3% |
| Admin fee / account holder | $7,961 | $10,917-27.1% | $9,284-14.3% | $10,828-26.5% |