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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 | $99,891 | $138,075-27.7% | $123,552-19.2% | $135,379-26.2% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -5.99% | 153.70%-159.7pp | 119.20%-125.2pp | 519.79%-525.8pp |
| Employer contribution / active EE | $3,049 | $5,152-40.8% | $4,628-34.1% | $4,779-36.2% |
| Participant deferral / active EE | $7,028 | $6,800+3.4% | $6,426+9.4% | $5,609+25.3% |
| Admin fee / account holder | $2,698 | $10,917-75.3% | $9,285-70.9% | $10,828-75.1% |