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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 | $84,103 | $138,076-39.1% | $123,553-31.9% | $135,380-37.9% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -4.94% | 153.70%-158.6pp | 119.21%-124.1pp | 519.81%-524.7pp |
| Employer contribution / active EE | $3,373 | $5,152-34.5% | $4,628-27.1% | $4,779-29.4% |
| Participant deferral / active EE | $6,976 | $6,800+2.6% | $6,426+8.6% | $5,609+24.4% |
| Admin fee / account holder | $1,151 | $10,917-89.5% | $9,284-87.6% | $10,828-89.4% |