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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 | $42,036 | $106,551-60.5% | $91,225-53.9% | $134,532-68.8% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -16.01% | 160.78%-176.8pp | 114.12%-130.1pp | 418.27%-434.3pp |
| Employer contribution / active EE | $2,902 | $3,331-12.9% | $2,851+1.8% | $4,741-38.8% |
| Participant deferral / active EE | $5,150 | $4,718+9.2% | $4,233+21.7% | $6,401-19.5% |
| Admin fee / account holder | $4,062 | $6,234-34.9% | $5,422-25.1% | $11,429-64.5% |