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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 | $69,679 | $138,072-49.5% | $123,549-43.6% | $135,382-48.5% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -9.07% | 153.69%-162.8pp | 119.20%-128.3pp | 519.77%-528.8pp |
| Employer contribution / active EE | $4,972 | $5,152-3.5% | $4,628+7.4% | $4,779+4.0% |
| Participant deferral / active EE | $6,954 | $6,799+2.3% | $6,426+8.2% | $5,609+24.0% |
| Admin fee / account holder | $8,466 | $10,917-22.4% | $9,284-8.8% | $10,829-21.8% |