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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 | $78,389 | $138,076-43.2% | $123,553-36.6% | $135,380-42.1% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -3.56% | 153.70%-157.3pp | 119.21%-122.8pp | 519.81%-523.4pp |
| Employer contribution / active EE | $3,269 | $5,152-36.6% | $4,628-29.4% | $4,779-31.6% |
| Participant deferral / active EE | $8,918 | $6,800+31.1% | $6,426+38.8% | $5,609+59.0% |
| Admin fee / account holder | $8,712 | $10,917-20.2% | $9,284-6.2% | $10,828-19.5% |