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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 | $101,972 | $106,551-4.3% | $91,225+11.8% | $134,532-24.2% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -9.60% | 160.78%-170.4pp | 114.12%-123.7pp | 418.27%-427.9pp |
| Employer contribution / active EE | $973 | $3,331-70.8% | $2,851-65.9% | $4,741-79.5% |
| Participant deferral / active EE | $2,910 | $4,718-38.3% | $4,233-31.3% | $6,401-54.5% |
| Admin fee / account holder | $1,885 | $6,234-69.8% | $5,422-65.2% | $11,429-83.5% |