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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 | $110,620 | $138,076-19.9% | $123,553-10.5% | $135,380-18.3% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -8.33% | 153.70%-162.0pp | 119.21%-127.5pp | 519.81%-528.1pp |
| Employer contribution / active EE | $2,790 | $5,152-45.8% | $4,628-39.7% | $4,779-41.6% |
| Participant deferral / active EE | $7,328 | $6,800+7.8% | $6,426+14.0% | $5,609+30.6% |
| Admin fee / account holder | $833 | $10,917-92.4% | $9,284-91.0% | $10,828-92.3% |