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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 | $176,688 | $106,551+65.8% | $91,225+93.7% | $134,532+31.3% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -18.27% | 160.78%-179.0pp | 114.12%-132.4pp | 418.27%-436.5pp |
| Employer contribution / active EE | $4,186 | $3,331+25.7% | $2,851+46.8% | $4,741-11.7% |
| Participant deferral / active EE | $7,526 | $4,718+59.5% | $4,233+77.8% | $6,401+17.6% |
| Admin fee / account holder | $1,444 | $6,234-76.8% | $5,422-73.4% | $11,429-87.4% |