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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 | $107,857 | $138,075-21.9% | $123,552-12.7% | $135,379-20.3% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -6.79% | 153.70%-160.5pp | 119.20%-126.0pp | 519.79%-526.6pp |
| Employer contribution / active EE | $3,701 | $5,152-28.2% | $4,628-20.0% | $4,779-22.5% |
| Participant deferral / active EE | $9,130 | $6,800+34.3% | $6,426+42.1% | $5,609+62.8% |
| Admin fee / account holder | $7,168 | $10,917-34.3% | $9,285-22.8% | $10,828-33.8% |