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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 | $99,330 | $138,076-28.1% | $123,553-19.6% | $135,380-26.6% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -2.78% | 153.70%-156.5pp | 119.21%-122.0pp | 519.81%-522.6pp |
| Employer contribution / active EE | $2,996 | $5,152-41.9% | $4,628-35.3% | $4,779-37.3% |
| Participant deferral / active EE | $6,700 | $6,800-1.5% | $6,426+4.3% | $5,609+19.4% |
| Admin fee / account holder | $22,100 | $10,917+102.4% | $9,284+138.0% | $10,828+104.1% |