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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 | $74,724 | $138,072-45.9% | $123,549-39.5% | $135,382-44.8% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -5.95% | 153.69%-159.6pp | 119.20%-125.2pp | 519.77%-525.7pp |
| Employer contribution / active EE | $3,066 | $5,152-40.5% | $4,628-33.8% | $4,779-35.8% |
| Participant deferral / active EE | $7,847 | $6,799+15.4% | $6,426+22.1% | $5,609+39.9% |
| Admin fee / account holder | $4,091 | $10,917-62.5% | $9,284-55.9% | $10,829-62.2% |