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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 | $138,718 | $106,551+30.2% | $91,225+52.1% | $134,532+3.1% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -14.89% | 160.78%-175.7pp | 114.12%-129.0pp | 418.27%-433.2pp |
| Employer contribution / active EE | $1,761 | $3,331-47.1% | $2,851-38.2% | $4,741-62.9% |
| Participant deferral / active EE | $3,611 | $4,718-23.5% | $4,233-14.7% | $6,401-43.6% |
| Admin fee / account holder | $323 | $6,234-94.8% | $5,422-94.0% | $11,429-97.2% |