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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 | $102,220 | $138,076-26.0% | $123,553-17.3% | $135,380-24.5% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -4.72% | 153.70%-158.4pp | 119.21%-123.9pp | 519.81%-524.5pp |
| Employer contribution / active EE | $3,370 | $5,152-34.6% | $4,628-27.2% | $4,779-29.5% |
| Participant deferral / active EE | $9,239 | $6,800+35.9% | $6,426+43.8% | $5,609+64.7% |
| Admin fee / account holder | $684 | $10,917-93.7% | $9,284-92.6% | $10,828-93.7% |