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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 | $61,508 | $106,551-42.3% | $91,225-32.6% | $134,532-54.3% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -19.60% | 160.78%-180.4pp | 114.12%-133.7pp | 418.27%-437.9pp |
| Employer contribution / active EE | $3,845 | $3,331+15.4% | $2,851+34.9% | $4,741-18.9% |
| Participant deferral / active EE | $15,394 | $4,718+226.3% | $4,233+263.6% | $6,401+140.5% |
| Admin fee / account holder | $630 | $6,234-89.9% | $5,422-88.4% | $11,429-94.5% |