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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 | $95,187 | $138,076-31.1% | $123,553-23.0% | $135,380-29.7% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -8.51% | 153.70%-162.2pp | 119.21%-127.7pp | 519.81%-528.3pp |
| Employer contribution / active EE | $7,648 | $5,152+48.4% | $4,628+65.2% | $4,779+60.0% |
| Participant deferral / active EE | $11,093 | $6,800+63.1% | $6,426+72.6% | $5,609+97.8% |
| Admin fee / account holder | $4,513 | $10,917-58.7% | $9,284-51.4% | $10,828-58.3% |