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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 | $105,212 | $138,076-23.8% | $123,553-14.8% | $135,380-22.3% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -5.98% | 153.70%-159.7pp | 119.21%-125.2pp | 519.81%-525.8pp |
| Employer contribution / active EE | $3,977 | $5,152-22.8% | $4,628-14.1% | $4,779-16.8% |
| Participant deferral / active EE | $3,909 | $6,800-42.5% | $6,426-39.2% | $5,609-30.3% |
| Admin fee / account holder | $1,483 | $10,917-86.4% | $9,284-84.0% | $10,828-86.3% |