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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 | $85,715 | $138,070-37.9% | $123,549-30.6% | $135,377-36.7% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -8.61% | 153.69%-162.3pp | 119.20%-127.8pp | 519.75%-528.4pp |
| Employer contribution / active EE | $7,277 | $5,152+41.3% | $4,628+57.3% | $4,779+52.3% |
| Participant deferral / active EE | $6,000 | $6,799-11.8% | $6,426-6.6% | $5,609+7.0% |
| Admin fee / account holder | $463 | $10,916-95.8% | $9,284-95.0% | $10,828-95.7% |