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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 | $91,669 | $138,076-33.6% | $123,553-25.8% | $135,380-32.3% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -5.21% | 153.70%-158.9pp | 119.21%-124.4pp | 519.81%-525.0pp |
| Employer contribution / active EE | $3,398 | $5,152-34.1% | $4,628-26.6% | $4,779-28.9% |
| Participant deferral / active EE | $10,169 | $6,800+49.6% | $6,426+58.2% | $5,609+81.3% |
| Admin fee / account holder | $2,729 | $10,917-75.0% | $9,284-70.6% | $10,828-74.8% |