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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 | $112,815 | $138,076-18.3% | $123,553-8.7% | $135,380-16.7% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -6.83% | 153.70%-160.5pp | 119.21%-126.0pp | 519.81%-526.6pp |
| Employer contribution / active EE | $6,653 | $5,152+29.1% | $4,628+43.8% | $4,779+39.2% |
| Participant deferral / active EE | $5,606 | $6,800-17.6% | $6,426-12.8% | $5,609-0.1% |
| Admin fee / account holder | $7,484 | $10,917-31.4% | $9,284-19.4% | $10,828-30.9% |