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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 | $65,169 | $138,076-52.8% | $123,553-47.3% | $135,380-51.9% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -3.38% | 153.70%-157.1pp | 119.21%-122.6pp | 519.81%-523.2pp |
| Employer contribution / active EE | $4,749 | $5,152-7.8% | $4,628+2.6% | $4,779-0.6% |
| Participant deferral / active EE | $8,535 | $6,800+25.5% | $6,426+32.8% | $5,609+52.2% |
| Admin fee / account holder | $817 | $10,917-92.5% | $9,284-91.2% | $10,828-92.5% |