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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 | $81,393 | $106,549-23.6% | $91,225-10.8% | $134,509-39.5% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -18.30% | 160.73%-179.0pp | 114.10%-132.4pp | 418.13%-436.4pp |
| Employer contribution / active EE | $2,835 | $3,331-14.9% | $2,851-0.5% | $4,741-40.2% |
| Participant deferral / active EE | $13,867 | $4,719+193.8% | $4,234+227.5% | $6,400+116.7% |
| Admin fee / account holder | $1,178 | $6,234-81.1% | $5,422-78.3% | $11,427-89.7% |