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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 | $122,424 | $138,076-11.3% | $123,553-0.9% | $135,380-9.6% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -4.40% | 153.70%-158.1pp | 119.21%-123.6pp | 519.81%-524.2pp |
| Employer contribution / active EE | $4,167 | $5,152-19.1% | $4,628-10.0% | $4,779-12.8% |
| Participant deferral / active EE | $4,905 | $6,800-27.9% | $6,426-23.7% | $5,609-12.6% |
| Admin fee / account holder | $1,608 | $10,917-85.3% | $9,284-82.7% | $10,828-85.2% |