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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 | $79,806 | $106,557-25.1% | $91,227-12.5% | $134,545-40.7% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -20.98% | 160.81%-181.8pp | 114.14%-135.1pp | 418.37%-439.3pp |
| Employer contribution / active EE | $810 | $3,332-75.7% | $2,851-71.6% | $4,742-82.9% |
| Participant deferral / active EE | $7,313 | $4,719+55.0% | $4,234+72.7% | $6,401+14.2% |
| Admin fee / account holder | $845 | $6,235-86.4% | $5,423-84.4% | $11,431-92.6% |