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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 | $101,552 | $138,072-26.4% | $123,549-17.8% | $135,382-25.0% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -7.87% | 153.69%-161.6pp | 119.20%-127.1pp | 519.77%-527.6pp |
| Employer contribution / active EE | $2,406 | $5,152-53.3% | $4,628-48.0% | $4,779-49.7% |
| Participant deferral / active EE | $6,167 | $6,799-9.3% | $6,426-4.0% | $5,609+9.9% |
| Admin fee / account holder | $612 | $10,917-94.4% | $9,284-93.4% | $10,829-94.3% |