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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 | $120,972 | $92,743+30.4% | $82,744+46.2% | $134,532-10.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -20.60% | 946.63%-967.2pp | 702.22%-722.8pp | 418.27%-438.9pp |
| Employer contribution / active EE | $2,292 | $3,273-30.0% | $3,008-23.8% | $4,741-51.7% |
| Participant deferral / active EE | $10,372 | $4,802+116.0% | $4,395+136.0% | $6,401+62.0% |
| Admin fee / account holder | $338 | $5,977-94.3% | $5,325-93.6% | $11,429-97.0% |