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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 | $54,178 | $106,551-49.2% | $91,225-40.6% | $134,532-59.7% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -16.85% | 160.78%-177.6pp | 114.12%-131.0pp | 418.27%-435.1pp |
| Employer contribution / active EE | $1,486 | $3,331-55.4% | $2,851-47.9% | $4,741-68.7% |
| Participant deferral / active EE | $7,986 | $4,718+69.3% | $4,233+88.6% | $6,401+24.8% |
| Admin fee / account holder | $3,817 | $6,234-38.8% | $5,422-29.6% | $11,429-66.6% |