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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 | $104,101 | $138,072-24.6% | $123,549-15.7% | $135,382-23.1% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -8.74% | 153.69%-162.4pp | 119.20%-127.9pp | 519.77%-528.5pp |
| Employer contribution / active EE | $1,111 | $5,152-78.4% | $4,628-76.0% | $4,779-76.7% |
| Participant deferral / active EE | $4,997 | $6,799-26.5% | $6,426-22.2% | $5,609-10.9% |
| Admin fee / account holder | $1,218 | $10,917-88.8% | $9,284-86.9% | $10,829-88.8% |