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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 | $83,404 | $138,076-39.6% | $123,553-32.5% | $135,380-38.4% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -1.46% | 153.70%-155.2pp | 119.21%-120.7pp | 519.81%-521.3pp |
| Employer contribution / active EE | $3,073 | $5,152-40.3% | $4,628-33.6% | $4,779-35.7% |
| Participant deferral / active EE | $7,130 | $6,800+4.9% | $6,426+11.0% | $5,609+27.1% |
| Admin fee / account holder | $2,365 | $10,917-78.3% | $9,284-74.5% | $10,828-78.2% |