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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 | $84,327 | $138,075-38.9% | $123,552-31.7% | $135,379-37.7% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -9.20% | 153.70%-162.9pp | 119.20%-128.4pp | 519.79%-529.0pp |
| Employer contribution / active EE | $2,831 | $5,152-45.0% | $4,628-38.8% | $4,779-40.8% |
| Participant deferral / active EE | $7,638 | $6,800+12.3% | $6,426+18.9% | $5,609+36.2% |
| Admin fee / account holder | $947 | $10,917-91.3% | $9,285-89.8% | $10,828-91.3% |