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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 | $109,840 | $138,076-20.4% | $123,553-11.1% | $135,380-18.9% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -6.57% | 153.70%-160.3pp | 119.21%-125.8pp | 519.81%-526.4pp |
| Employer contribution / active EE | $2,019 | $5,152-60.8% | $4,628-56.4% | $4,779-57.8% |
| Participant deferral / active EE | $6,309 | $6,800-7.2% | $6,426-1.8% | $5,609+12.5% |
| Admin fee / account holder | $364 | $10,917-96.7% | $9,284-96.1% | $10,828-96.6% |