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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 | $127,146 | $88,585+43.5% | $69,884+81.9% | $134,532-5.5% |
| Participation rate | 100.0% | 74.9%+25.1pp | 70.5%+29.5pp | 81.2%+18.8pp |
| Annual return | -17.86% | 442.80%-460.7pp | 190.81%-208.7pp | 418.27%-436.1pp |
| Employer contribution / active EE | $7,288 | $3,235+125.3% | $2,560+184.7% | $4,741+53.7% |
| Participant deferral / active EE | $5,333 | $4,770+11.8% | $3,848+38.6% | $6,401-16.7% |
| Admin fee / account holder | $2,966 | $10,441-71.6% | $6,266-52.7% | $11,429-74.0% |