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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 | $136,383 | $67,396+102.4% | $60,919+123.9% | $134,545+1.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -8.28% | 50.12%-58.4pp | 16.96%-25.2pp | 418.37%-426.6pp |
| Employer contribution / active EE | $2,124 | $3,101-31.5% | $2,704-21.5% | $4,742-55.2% |
| Participant deferral / active EE | $2,124 | $4,534-53.2% | $3,814-44.3% | $6,401-66.8% |
| Admin fee / account holder | $2,942 | $4,590-35.9% | $3,228-8.9% | $11,431-74.3% |