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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 | $78,624 | $88,596-11.3% | $70,098+12.2% | $134,509-41.5% |
| Participation rate | 100.0% | 74.9%+25.1pp | 70.5%+29.5pp | 81.2%+18.8pp |
| Annual return | -17.81% | 442.67%-460.5pp | 190.76%-208.6pp | 418.13%-435.9pp |
| Employer contribution / active EE | $3,366 | $3,235+4.0% | $2,560+31.5% | $4,741-29.0% |
| Participant deferral / active EE | $6,667 | $4,772+39.7% | $3,849+73.2% | $6,400+4.2% |
| Admin fee / account holder | $1,366 | $10,441-86.9% | $6,266-78.2% | $11,427-88.0% |