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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 | $93,237 | $138,072-32.5% | $123,549-24.5% | $135,382-31.1% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -6.74% | 153.69%-160.4pp | 119.20%-125.9pp | 519.77%-526.5pp |
| Employer contribution / active EE | $7,228 | $5,152+40.3% | $4,628+56.2% | $4,779+51.3% |
| Participant deferral / active EE | $6,600 | $6,799-2.9% | $6,426+2.7% | $5,609+17.7% |
| Admin fee / account holder | $2,290 | $10,917-79.0% | $9,284-75.3% | $10,829-78.9% |