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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 | $105,936 | $138,075-23.3% | $123,552-14.3% | $135,379-21.7% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -6.62% | 153.70%-160.3pp | 119.20%-125.8pp | 519.79%-526.4pp |
| Employer contribution / active EE | $9,543 | $5,152+85.2% | $4,628+106.2% | $4,779+99.7% |
| Participant deferral / active EE | $7,374 | $6,800+8.4% | $6,426+14.7% | $5,609+31.5% |
| Admin fee / account holder | $10,386 | $10,917-4.9% | $9,285+11.9% | $10,828-4.1% |