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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 | $90,792 | $138,076-34.2% | $123,553-26.5% | $135,380-32.9% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -7.88% | 153.70%-161.6pp | 119.21%-127.1pp | 519.81%-527.7pp |
| Employer contribution / active EE | $3,083 | $5,152-40.2% | $4,628-33.4% | $4,779-35.5% |
| Participant deferral / active EE | $12,165 | $6,800+78.9% | $6,426+89.3% | $5,609+116.9% |
| Admin fee / account holder | $4,864 | $10,917-55.4% | $9,284-47.6% | $10,828-55.1% |