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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 | $85,997 | $138,076-37.7% | $123,553-30.4% | $135,380-36.5% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -8.08% | 153.70%-161.8pp | 119.21%-127.3pp | 519.81%-527.9pp |
| Employer contribution / active EE | $2,184 | $5,152-57.6% | $4,628-52.8% | $4,779-54.3% |
| Participant deferral / active EE | $6,959 | $6,800+2.3% | $6,426+8.3% | $5,609+24.1% |
| Admin fee / account holder | $3,984 | $10,917-63.5% | $9,284-57.1% | $10,828-63.2% |