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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 | $129,355 | $138,076-6.3% | $123,553+4.7% | $135,380-4.5% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -6.35% | 153.70%-160.1pp | 119.21%-125.6pp | 519.81%-526.2pp |
| Employer contribution / active EE | $2,473 | $5,152-52.0% | $4,628-46.6% | $4,779-48.2% |
| Participant deferral / active EE | $7,365 | $6,800+8.3% | $6,426+14.6% | $5,609+31.3% |
| Admin fee / account holder | $469 | $10,917-95.7% | $9,284-94.9% | $10,828-95.7% |