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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 | $111,640 | $138,075-19.1% | $123,552-9.6% | $135,379-17.5% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -0.91% | 153.70%-154.6pp | 119.20%-120.1pp | 519.79%-520.7pp |
| Employer contribution / active EE | $2,457 | $5,152-52.3% | $4,628-46.9% | $4,779-48.6% |
| Participant deferral / active EE | $13,052 | $6,800+92.0% | $6,426+103.1% | $5,609+132.7% |
| Admin fee / account holder | $1,080 | $10,917-90.1% | $9,285-88.4% | $10,828-90.0% |