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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 | $109,845 | $138,075-20.4% | $123,552-11.1% | $135,379-18.9% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -4.94% | 153.70%-158.6pp | 119.20%-124.1pp | 519.79%-524.7pp |
| Employer contribution / active EE | $3,142 | $5,152-39.0% | $4,628-32.1% | $4,779-34.3% |
| Participant deferral / active EE | $5,734 | $6,800-15.7% | $6,426-10.8% | $5,609+2.2% |
| Admin fee / account holder | $130,157 | $10,917+1092.3% | $9,285+1301.9% | $10,828+1102.1% |