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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 | $139,702 | $67,372+107.4% | $60,906+129.4% | $134,532+3.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -9.77% | 50.05%-59.8pp | 16.94%-26.7pp | 418.27%-428.0pp |
| Employer contribution / active EE | $3,878 | $3,099+25.1% | $2,703+43.5% | $4,741-18.2% |
| Participant deferral / active EE | $7,851 | $4,532+73.2% | $3,814+105.8% | $6,401+22.7% |
| Admin fee / account holder | $2,711 | $4,588-40.9% | $3,227-16.0% | $11,429-76.3% |