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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 | $66,017 | $106,549-38.0% | $91,225-27.6% | $134,509-50.9% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -10.28% | 160.73%-171.0pp | 114.10%-124.4pp | 418.13%-428.4pp |
| Employer contribution / active EE | $2,261 | $3,331-32.1% | $2,851-20.7% | $4,741-52.3% |
| Participant deferral / active EE | $2,874 | $4,719-39.1% | $4,234-32.1% | $6,400-55.1% |
| Admin fee / account holder | $8,224 | $6,234+31.9% | $5,422+51.7% | $11,427-28.0% |