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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 | $90,666 | $138,076-34.3% | $123,553-26.6% | $135,380-33.0% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -4.44% | 153.70%-158.1pp | 119.21%-123.6pp | 519.81%-524.2pp |
| Employer contribution / active EE | $1,151 | $5,152-77.7% | $4,628-75.1% | $4,779-75.9% |
| Participant deferral / active EE | $8,797 | $6,800+29.4% | $6,426+36.9% | $5,609+56.8% |
| Admin fee / account holder | $15,932 | $10,917+45.9% | $9,284+71.6% | $10,828+47.1% |