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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 | $96,103 | $106,557-9.8% | $91,227+5.3% | $134,545-28.6% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -17.25% | 160.81%-178.1pp | 114.14%-131.4pp | 418.37%-435.6pp |
| Employer contribution / active EE | $8,748 | $3,332+162.5% | $2,851+206.8% | $4,742+84.5% |
| Participant deferral / active EE | $7,253 | $4,719+53.7% | $4,234+71.3% | $6,401+13.3% |
| Admin fee / account holder | $4,896 | $6,235-21.5% | $5,423-9.7% | $11,431-57.2% |