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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 | $105,846 | $138,076-23.3% | $123,553-14.3% | $135,380-21.8% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -6.58% | 153.70%-160.3pp | 119.21%-125.8pp | 519.81%-526.4pp |
| Employer contribution / active EE | $9,074 | $5,152+76.1% | $4,628+96.1% | $4,779+89.9% |
| Participant deferral / active EE | $3,583 | $6,800-47.3% | $6,426-44.2% | $5,609-36.1% |
| Admin fee / account holder | $500 | $10,917-95.4% | $9,284-94.6% | $10,828-95.4% |