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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 | $132,509 | $138,072-4.0% | $123,549+7.3% | $135,382-2.1% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -6.54% | 153.69%-160.2pp | 119.20%-125.7pp | 519.77%-526.3pp |
| Employer contribution / active EE | $2,962 | $5,152-42.5% | $4,628-36.0% | $4,779-38.0% |
| Participant deferral / active EE | $6,058 | $6,799-10.9% | $6,426-5.7% | $5,609+8.0% |
| Admin fee / account holder | $749 | $10,917-93.1% | $9,284-91.9% | $10,829-93.1% |