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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 | $72,153 | $138,076-47.7% | $123,553-41.6% | $135,380-46.7% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -3.25% | 153.70%-156.9pp | 119.21%-122.5pp | 519.81%-523.1pp |
| Employer contribution / active EE | $3,064 | $5,152-40.5% | $4,628-33.8% | $4,779-35.9% |
| Participant deferral / active EE | $7,366 | $6,800+8.3% | $6,426+14.6% | $5,609+31.3% |
| Admin fee / account holder | $8,120 | $10,917-25.6% | $9,284-12.5% | $10,828-25.0% |