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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 | $124,824 | $106,549+17.2% | $91,225+36.8% | $134,509-7.2% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -2.79% | 160.73%-163.5pp | 114.10%-116.9pp | 418.13%-420.9pp |
| Employer contribution / active EE | $1,526 | $3,331-54.2% | $2,851-46.5% | $4,741-67.8% |
| Participant deferral / active EE | $7,651 | $4,719+62.1% | $4,234+80.7% | $6,400+19.5% |
| Admin fee / account holder | $2,523 | $6,234-59.5% | $5,422-53.5% | $11,427-77.9% |