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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 | $122,146 | $106,549+14.6% | $91,225+33.9% | $134,509-9.2% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -16.85% | 160.73%-177.6pp | 114.10%-130.9pp | 418.13%-435.0pp |
| Employer contribution / active EE | $9,875 | $3,331+196.4% | $2,851+246.4% | $4,741+108.3% |
| Participant deferral / active EE | $13,190 | $4,719+179.5% | $4,234+211.5% | $6,400+106.1% |
| Admin fee / account holder | $396 | $6,234-93.6% | $5,422-92.7% | $11,427-96.5% |