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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 | $95,273 | $106,549-10.6% | $91,225+4.4% | $134,509-29.2% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -18.47% | 160.73%-179.2pp | 114.10%-132.6pp | 418.13%-436.6pp |
| Employer contribution / active EE | $7,537 | $3,331+126.2% | $2,851+164.4% | $4,741+59.0% |
| Participant deferral / active EE | $6,104 | $4,719+29.3% | $4,234+44.2% | $6,400-4.6% |
| Admin fee / account holder | $1,745 | $6,234-72.0% | $5,422-67.8% | $11,427-84.7% |