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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 | $139,529 | $106,551+31.0% | $91,225+53.0% | $134,532+3.7% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -17.38% | 160.78%-178.2pp | 114.12%-131.5pp | 418.27%-435.6pp |
| Employer contribution / active EE | $2,318 | $3,331-30.4% | $2,851-18.7% | $4,741-51.1% |
| Participant deferral / active EE | $7,288 | $4,718+54.5% | $4,233+72.2% | $6,401+13.9% |
| Admin fee / account holder | $36,329 | $6,234+482.7% | $5,422+570.0% | $11,429+217.9% |