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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 | $104,365 | $138,076-24.4% | $123,553-15.5% | $135,380-22.9% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -4.44% | 153.70%-158.1pp | 119.21%-123.6pp | 519.81%-524.2pp |
| Employer contribution / active EE | $5,473 | $5,152+6.2% | $4,628+18.2% | $4,779+14.5% |
| Participant deferral / active EE | $6,390 | $6,800-6.0% | $6,426-0.6% | $5,609+13.9% |
| Admin fee / account holder | $9,657 | $10,917-11.5% | $9,284+4.0% | $10,828-10.8% |