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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 | $128,433 | $152,591-15.8% | $117,529+9.3% | $134,545-4.5% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -19.39% | 53.04%-72.4pp | 29.77%-49.2pp | 418.37%-437.8pp |
| Employer contribution / active EE | $3,364 | $5,576-39.7% | $4,179-19.5% | $4,742-29.1% |
| Participant deferral / active EE | $3,364 | $4,821-30.2% | $4,072-17.4% | $6,401-47.5% |
| Admin fee / account holder | $680 | $7,004-90.3% | $5,645-88.0% | $11,431-94.1% |