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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 | $137,899 | $106,557+29.4% | $91,227+51.2% | $134,545+2.5% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -9.59% | 160.81%-170.4pp | 114.14%-123.7pp | 418.37%-428.0pp |
| Employer contribution / active EE | $7,712 | $3,332+131.5% | $2,851+170.5% | $4,742+62.7% |
| Participant deferral / active EE | $3,147 | $4,719-33.3% | $4,234-25.7% | $6,401-50.8% |
| Admin fee / account holder | $2,768 | $6,235-55.6% | $5,423-49.0% | $11,431-75.8% |