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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 | $110,368 | $138,075-20.1% | $123,552-10.7% | $135,379-18.5% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -2.37% | 153.70%-156.1pp | 119.20%-121.6pp | 519.79%-522.2pp |
| Employer contribution / active EE | $4,316 | $5,152-16.2% | $4,628-6.7% | $4,779-9.7% |
| Participant deferral / active EE | $3,357 | $6,800-50.6% | $6,426-47.8% | $5,609-40.1% |
| Admin fee / account holder | $130,149 | $10,917+1092.2% | $9,285+1301.8% | $10,828+1102.0% |