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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 | $132,624 | $138,076-3.9% | $123,553+7.3% | $135,380-2.0% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -3.35% | 153.70%-157.1pp | 119.21%-122.6pp | 519.81%-523.2pp |
| Employer contribution / active EE | $4,753 | $5,152-7.7% | $4,628+2.7% | $4,779-0.5% |
| Participant deferral / active EE | $7,118 | $6,800+4.7% | $6,426+10.8% | $5,609+26.9% |
| Admin fee / account holder | $79,445 | $10,917+627.7% | $9,284+755.7% | $10,828+633.7% |