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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 | $89,596 | $138,076-35.1% | $123,553-27.5% | $135,380-33.8% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -7.46% | 153.70%-161.2pp | 119.21%-126.7pp | 519.81%-527.3pp |
| Employer contribution / active EE | $965 | $5,152-81.3% | $4,628-79.1% | $4,779-79.8% |
| Participant deferral / active EE | $2,777 | $6,800-59.2% | $6,426-56.8% | $5,609-50.5% |
| Admin fee / account holder | $5,490 | $10,917-49.7% | $9,284-40.9% | $10,828-49.3% |