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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 | $67,352+107.4% | $60,899+129.4% | $134,509+3.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -9.77% | 49.99%-59.8pp | 16.92%-26.7pp | 418.13%-427.9pp |
| Employer contribution / active EE | $3,878 | $3,098+25.2% | $2,702+43.5% | $4,741-18.2% |
| Participant deferral / active EE | $7,851 | $4,539+73.0% | $3,817+105.7% | $6,400+22.7% |
| Admin fee / account holder | $2,711 | $4,585-40.9% | $3,225-15.9% | $11,427-76.3% |