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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 | $100,027 | $138,076-27.6% | $123,553-19.0% | $135,380-26.1% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -6.65% | 153.70%-160.4pp | 119.21%-125.9pp | 519.81%-526.5pp |
| Employer contribution / active EE | $2,003 | $5,152-61.1% | $4,628-56.7% | $4,779-58.1% |
| Participant deferral / active EE | $7,268 | $6,800+6.9% | $6,426+13.1% | $5,609+29.6% |
| Admin fee / account holder | $486 | $10,917-95.5% | $9,284-94.8% | $10,828-95.5% |