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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 | $55,411 | $106,551-48.0% | $91,225-39.3% | $134,532-58.8% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -12.84% | 160.78%-173.6pp | 114.12%-127.0pp | 418.27%-431.1pp |
| Employer contribution / active EE | $2,969 | $3,331-10.9% | $2,851+4.1% | $4,741-37.4% |
| Participant deferral / active EE | $3,603 | $4,718-23.6% | $4,233-14.9% | $6,401-43.7% |
| Admin fee / account holder | $14,522 | $6,234+132.9% | $5,422+167.8% | $11,429+27.1% |