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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 | $121,604 | $197,819-38.5% | $155,789-21.9% | $125,389-3.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 76.1%+23.9pp | 83.2%+16.8pp |
| Annual return | -2.12% | 86.73%-88.8pp | 71.54%-73.7pp | 282.24%-284.4pp |
| Employer contribution / active EE | $2,899 | $4,850-40.2% | $3,839-24.5% | $4,866-40.4% |
| Participant deferral / active EE | $0 | $5,631-100.0% | $4,798-100.0% | $5,352-100.0% |
| Admin fee / account holder | $8,714 | $9,544-8.7% | $7,477+16.5% | $9,541-8.7% |