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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 | $66,911 | $106,557-37.2% | $91,227-26.7% | $134,545-50.3% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -15.34% | 160.81%-176.2pp | 114.14%-129.5pp | 418.37%-433.7pp |
| Employer contribution / active EE | $1,933 | $3,332-42.0% | $2,851-32.2% | $4,742-59.2% |
| Participant deferral / active EE | $3,952 | $4,719-16.3% | $4,234-6.7% | $6,401-38.3% |
| Admin fee / account holder | $488 | $6,235-92.2% | $5,423-91.0% | $11,431-95.7% |