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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 | $160,501 | $106,549+50.6% | $91,225+75.9% | $134,509+19.3% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -12.45% | 160.73%-173.2pp | 114.10%-126.5pp | 418.13%-430.6pp |
| Employer contribution / active EE | $2,416 | $3,331-27.5% | $2,851-15.2% | $4,741-49.0% |
| Participant deferral / active EE | $7,053 | $4,719+49.4% | $4,234+66.6% | $6,400+10.2% |
| Admin fee / account holder | $1,980 | $6,234-68.2% | $5,422-63.5% | $11,427-82.7% |