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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 | $113,923 | $138,076-17.5% | $123,553-7.8% | $135,380-15.8% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -7.20% | 153.70%-160.9pp | 119.21%-126.4pp | 519.81%-527.0pp |
| Employer contribution / active EE | $5,547 | $5,152+7.7% | $4,628+19.9% | $4,779+16.1% |
| Participant deferral / active EE | $6,644 | $6,800-2.3% | $6,426+3.4% | $5,609+18.5% |
| Admin fee / account holder | $348 | $10,917-96.8% | $9,284-96.3% | $10,828-96.8% |