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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 | $120,268 | $138,076-12.9% | $123,553-2.7% | $135,380-11.2% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -6.64% | 153.70%-160.3pp | 119.21%-125.8pp | 519.81%-526.4pp |
| Employer contribution / active EE | $2,202 | $5,152-57.3% | $4,628-52.4% | $4,779-53.9% |
| Participant deferral / active EE | $7,951 | $6,800+16.9% | $6,426+23.7% | $5,609+41.8% |
| Admin fee / account holder | $7,298 | $10,917-33.1% | $9,284-21.4% | $10,828-32.6% |