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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 | $67,170 | $138,076-51.4% | $123,553-45.6% | $135,380-50.4% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -5.15% | 153.70%-158.9pp | 119.21%-124.4pp | 519.81%-525.0pp |
| Employer contribution / active EE | $2,647 | $5,152-48.6% | $4,628-42.8% | $4,779-44.6% |
| Participant deferral / active EE | $7,247 | $6,800+6.6% | $6,426+12.8% | $5,609+29.2% |
| Admin fee / account holder | $2,693 | $10,917-75.3% | $9,284-71.0% | $10,828-75.1% |