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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 | $87,646 | $138,076-36.5% | $123,553-29.1% | $135,380-35.3% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -8.57% | 153.70%-162.3pp | 119.21%-127.8pp | 519.81%-528.4pp |
| Employer contribution / active EE | $2,207 | $5,152-57.2% | $4,628-52.3% | $4,779-53.8% |
| Participant deferral / active EE | $15,200 | $6,800+123.5% | $6,426+136.5% | $5,609+171.0% |
| Admin fee / account holder | $3,757 | $10,917-65.6% | $9,284-59.5% | $10,828-65.3% |