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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 | $90,867 | $138,075-34.2% | $123,552-26.5% | $135,379-32.9% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -7.66% | 153.70%-161.4pp | 119.20%-126.9pp | 519.79%-527.4pp |
| Employer contribution / active EE | $3,269 | $5,152-36.6% | $4,628-29.4% | $4,779-31.6% |
| Participant deferral / active EE | $9,570 | $6,800+40.8% | $6,426+48.9% | $5,609+70.6% |
| Admin fee / account holder | $10,187 | $10,917-6.7% | $9,285+9.7% | $10,828-5.9% |