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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 | $124,808 | $138,076-9.6% | $123,553+1.0% | $135,380-7.8% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -3.65% | 153.70%-157.4pp | 119.21%-122.9pp | 519.81%-523.5pp |
| Employer contribution / active EE | $1,420 | $5,152-72.4% | $4,628-69.3% | $4,779-70.3% |
| Participant deferral / active EE | $10,365 | $6,800+52.4% | $6,426+61.3% | $5,609+84.8% |
| Admin fee / account holder | $8,485 | $10,917-22.3% | $9,284-8.6% | $10,828-21.6% |