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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 | $96,255 | $138,075-30.3% | $123,552-22.1% | $135,379-28.9% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -4.61% | 153.70%-158.3pp | 119.20%-123.8pp | 519.79%-524.4pp |
| Employer contribution / active EE | $3,286 | $5,152-36.2% | $4,628-29.0% | $4,779-31.2% |
| Participant deferral / active EE | $11,756 | $6,800+72.9% | $6,426+82.9% | $5,609+109.6% |
| Admin fee / account holder | $7,390 | $10,917-32.3% | $9,285-20.4% | $10,828-31.8% |