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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 | $90,972 | $138,076-34.1% | $123,553-26.4% | $135,380-32.8% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -7.51% | 153.70%-161.2pp | 119.21%-126.7pp | 519.81%-527.3pp |
| Employer contribution / active EE | $2,614 | $5,152-49.3% | $4,628-43.5% | $4,779-45.3% |
| Participant deferral / active EE | $8,158 | $6,800+20.0% | $6,426+27.0% | $5,609+45.5% |
| Admin fee / account holder | $1,907 | $10,917-82.5% | $9,284-79.5% | $10,828-82.4% |