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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 | $124,289 | $152,591-18.5% | $117,529+5.8% | $134,545-7.6% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -19.65% | 53.04%-72.7pp | 29.77%-49.4pp | 418.37%-438.0pp |
| Employer contribution / active EE | $4,668 | $5,576-16.3% | $4,179+11.7% | $4,742-1.6% |
| Participant deferral / active EE | $3,772 | $4,821-21.7% | $4,072-7.4% | $6,401-41.1% |
| Admin fee / account holder | $772 | $7,004-89.0% | $5,645-86.3% | $11,431-93.2% |