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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 | $121,145 | $106,557+13.7% | $91,227+32.8% | $134,545-10.0% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -17.18% | 160.81%-178.0pp | 114.14%-131.3pp | 418.37%-435.6pp |
| Employer contribution / active EE | $307 | $3,332-90.8% | $2,851-89.2% | $4,742-93.5% |
| Participant deferral / active EE | $11,965 | $4,719+153.5% | $4,234+182.6% | $6,401+86.9% |
| Admin fee / account holder | $3,045 | $6,235-51.2% | $5,423-43.9% | $11,431-73.4% |