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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 | $103,518 | $88,596+16.8% | $70,098+47.7% | $134,509-23.0% |
| Participation rate | 100.0% | 74.9%+25.1pp | 70.5%+29.5pp | 81.2%+18.8pp |
| Annual return | -14.09% | 442.67%-456.8pp | 190.76%-204.9pp | 418.13%-432.2pp |
| Employer contribution / active EE | $1,978 | $3,235-38.9% | $2,560-22.7% | $4,741-58.3% |
| Participant deferral / active EE | $4,659 | $4,772-2.4% | $3,849+21.0% | $6,400-27.2% |
| Admin fee / account holder | $14,323 | $10,441+37.2% | $6,266+128.6% | $11,427+25.3% |