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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 | $109,623 | $138,075-20.6% | $123,552-11.3% | $135,379-19.0% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -7.21% | 153.70%-160.9pp | 119.20%-126.4pp | 519.79%-527.0pp |
| Employer contribution / active EE | $3,584 | $5,152-30.4% | $4,628-22.6% | $4,779-25.0% |
| Participant deferral / active EE | $3,706 | $6,800-45.5% | $6,426-42.3% | $5,609-33.9% |
| Admin fee / account holder | $31,475 | $10,917+188.3% | $9,285+239.0% | $10,828+190.7% |