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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 | $106,883 | $138,072-22.6% | $123,549-13.5% | $135,382-21.1% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -5.30% | 153.69%-159.0pp | 119.20%-124.5pp | 519.77%-525.1pp |
| Employer contribution / active EE | $3,027 | $5,152-41.2% | $4,628-34.6% | $4,779-36.7% |
| Participant deferral / active EE | $9,605 | $6,799+41.3% | $6,426+49.5% | $5,609+71.2% |
| Admin fee / account holder | $11,824 | $10,917+8.3% | $9,284+27.4% | $10,829+9.2% |