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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 | $71,955 | $106,549-32.5% | $91,225-21.1% | $134,509-46.5% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -10.83% | 160.73%-171.6pp | 114.10%-124.9pp | 418.13%-429.0pp |
| Employer contribution / active EE | $5,279 | $3,331+58.5% | $2,851+85.2% | $4,741+11.4% |
| Participant deferral / active EE | $10,919 | $4,719+131.4% | $4,234+157.9% | $6,400+70.6% |
| Admin fee / account holder | $2,002 | $6,234-67.9% | $5,422-63.1% | $11,427-82.5% |