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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 | $100,578 | $106,557-5.6% | $91,227+10.3% | $134,545-25.2% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -18.17% | 160.81%-179.0pp | 114.14%-132.3pp | 418.37%-436.5pp |
| Employer contribution / active EE | $4,008 | $3,332+20.3% | $2,851+40.6% | $4,742-15.5% |
| Participant deferral / active EE | $6,013 | $4,719+27.4% | $4,234+42.0% | $6,401-6.1% |
| Admin fee / account holder | $4,918 | $6,235-21.1% | $5,423-9.3% | $11,431-57.0% |