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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 | $110,162 | $138,075-20.2% | $123,552-10.8% | $135,379-18.6% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -6.68% | 153.70%-160.4pp | 119.20%-125.9pp | 519.79%-526.5pp |
| Employer contribution / active EE | $5,704 | $5,152+10.7% | $4,628+23.3% | $4,779+19.4% |
| Participant deferral / active EE | $5,888 | $6,800-13.4% | $6,426-8.4% | $5,609+5.0% |
| Admin fee / account holder | $1,295 | $10,917-88.1% | $9,285-86.1% | $10,828-88.0% |