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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 | $61,788 | $106,549-42.0% | $91,225-32.3% | $134,509-54.1% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -20.21% | 160.73%-180.9pp | 114.10%-134.3pp | 418.13%-438.3pp |
| Employer contribution / active EE | $2,774 | $3,331-16.7% | $2,851-2.7% | $4,741-41.5% |
| Participant deferral / active EE | $19,309 | $4,719+309.2% | $4,234+356.0% | $6,400+201.7% |
| Admin fee / account holder | $1,200 | $6,234-80.7% | $5,422-77.9% | $11,427-89.5% |