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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 | $86,452 | $106,551-18.9% | $91,225-5.2% | $134,532-35.7% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -13.19% | 160.78%-174.0pp | 114.12%-127.3pp | 418.27%-431.5pp |
| Employer contribution / active EE | $2,117 | $3,331-36.5% | $2,851-25.7% | $4,741-55.3% |
| Participant deferral / active EE | $2,117 | $4,718-55.1% | $4,233-50.0% | $6,401-66.9% |
| Admin fee / account holder | $3,425 | $6,234-45.1% | $5,422-36.8% | $11,429-70.0% |