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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 | $95,815 | $138,072-30.6% | $123,549-22.4% | $135,382-29.2% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -8.60% | 153.69%-162.3pp | 119.20%-127.8pp | 519.77%-528.4pp |
| Employer contribution / active EE | $4,635 | $5,152-10.0% | $4,628+0.2% | $4,779-3.0% |
| Participant deferral / active EE | $4,885 | $6,799-28.2% | $6,426-24.0% | $5,609-12.9% |
| Admin fee / account holder | $1,155 | $10,917-89.4% | $9,284-87.6% | $10,829-89.3% |