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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 | $88,482 | $138,076-35.9% | $123,553-28.4% | $135,380-34.6% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -6.00% | 153.70%-159.7pp | 119.21%-125.2pp | 519.81%-525.8pp |
| Employer contribution / active EE | $4,533 | $5,152-12.0% | $4,628-2.1% | $4,779-5.2% |
| Participant deferral / active EE | $6,403 | $6,800-5.8% | $6,426-0.4% | $5,609+14.2% |
| Admin fee / account holder | $4,937 | $10,917-54.8% | $9,284-46.8% | $10,828-54.4% |