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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 | $91,227 | $138,076-33.9% | $123,553-26.2% | $135,380-32.6% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -6.39% | 153.70%-160.1pp | 119.21%-125.6pp | 519.81%-526.2pp |
| Employer contribution / active EE | $2,918 | $5,152-43.4% | $4,628-37.0% | $4,779-38.9% |
| Participant deferral / active EE | $9,384 | $6,800+38.0% | $6,426+46.0% | $5,609+67.3% |
| Admin fee / account holder | $7,549 | $10,917-30.9% | $9,284-18.7% | $10,828-30.3% |