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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 | $90,255 | $138,076-34.6% | $123,553-27.0% | $135,380-33.3% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -6.65% | 153.70%-160.3pp | 119.21%-125.9pp | 519.81%-526.5pp |
| Employer contribution / active EE | $2,684 | $5,152-47.9% | $4,628-42.0% | $4,779-43.8% |
| Participant deferral / active EE | $5,348 | $6,800-21.4% | $6,426-16.8% | $5,609-4.7% |
| Admin fee / account holder | $301 | $10,917-97.2% | $9,284-96.8% | $10,828-97.2% |