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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 | $83,088 | $138,072-39.8% | $123,549-32.7% | $135,382-38.6% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -5.67% | 153.69%-159.4pp | 119.20%-124.9pp | 519.77%-525.4pp |
| Employer contribution / active EE | $4,677 | $5,152-9.2% | $4,628+1.1% | $4,779-2.1% |
| Participant deferral / active EE | $6,140 | $6,799-9.7% | $6,426-4.4% | $5,609+9.5% |
| Admin fee / account holder | $6,392 | $10,917-41.4% | $9,284-31.2% | $10,829-41.0% |