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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 | $121,892 | $135,645-10.1% | $110,243+10.6% | $135,380-10.0% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -7.87% | 513.24%-521.1pp | 314.76%-322.6pp | 519.81%-527.7pp |
| Employer contribution / active EE | $3,082 | $4,907-37.2% | $3,827-19.5% | $4,779-35.5% |
| Participant deferral / active EE | $12,008 | $5,507+118.0% | $4,672+157.0% | $5,609+114.1% |
| Admin fee / account holder | $817 | $11,458-92.9% | $8,548-90.4% | $10,828-92.5% |