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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 | $100,199 | $106,551-6.0% | $91,225+9.8% | $134,532-25.5% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -18.11% | 160.78%-178.9pp | 114.12%-132.2pp | 418.27%-436.4pp |
| Employer contribution / active EE | $11,111 | $3,331+233.5% | $2,851+289.7% | $4,741+134.4% |
| Participant deferral / active EE | $4,787 | $4,718+1.4% | $4,233+13.1% | $6,401-25.2% |
| Admin fee / account holder | $757 | $6,234-87.9% | $5,422-86.0% | $11,429-93.4% |