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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 | $60,257 | $135,645-55.6% | $110,243-45.3% | $135,380-55.5% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -7.72% | 513.24%-521.0pp | 314.76%-322.5pp | 519.81%-527.5pp |
| Employer contribution / active EE | $3,914 | $4,907-20.2% | $3,827+2.3% | $4,779-18.1% |
| Participant deferral / active EE | $4,727 | $5,507-14.2% | $4,672+1.2% | $5,609-15.7% |
| Admin fee / account holder | $1,207 | $11,458-89.5% | $8,548-85.9% | $10,828-88.9% |