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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 | $95,004 | $138,076-31.2% | $123,553-23.1% | $135,380-29.8% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -6.22% | 153.70%-159.9pp | 119.21%-125.4pp | 519.81%-526.0pp |
| Employer contribution / active EE | $4,145 | $5,152-19.5% | $4,628-10.4% | $4,779-13.3% |
| Participant deferral / active EE | $9,513 | $6,800+39.9% | $6,426+48.0% | $5,609+69.6% |
| Admin fee / account holder | $849 | $10,917-92.2% | $9,284-90.9% | $10,828-92.2% |