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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 | $92,635 | $138,072-32.9% | $123,549-25.0% | $135,382-31.6% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -0.70% | 153.69%-154.4pp | 119.20%-119.9pp | 519.77%-520.5pp |
| Employer contribution / active EE | $4,919 | $5,152-4.5% | $4,628+6.3% | $4,779+2.9% |
| Participant deferral / active EE | $13,115 | $6,799+92.9% | $6,426+104.1% | $5,609+133.8% |
| Admin fee / account holder | $5,842 | $10,917-46.5% | $9,284-37.1% | $10,829-46.0% |