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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 | $100,403 | $138,076-27.3% | $123,553-18.7% | $135,380-25.8% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -7.76% | 153.70%-161.5pp | 119.21%-127.0pp | 519.81%-527.6pp |
| Employer contribution / active EE | $19,088 | $5,152+270.5% | $4,628+312.4% | $4,779+299.4% |
| Participant deferral / active EE | $6,805 | $6,800+0.1% | $6,426+5.9% | $5,609+21.3% |
| Admin fee / account holder | $13,090 | $10,917+19.9% | $9,284+41.0% | $10,828+20.9% |