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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 | $128,221 | $93,117+37.7% | $77,096+66.3% | $134,532-4.7% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -1.60% | 62.67%-64.3pp | 42.35%-44.0pp | 418.27%-419.9pp |
| Employer contribution / active EE | $1,143 | $3,420-66.6% | $2,814-59.4% | $4,741-75.9% |
| Participant deferral / active EE | $17,273 | $5,241+229.5% | $4,429+290.0% | $6,401+169.8% |
| Admin fee / account holder | $1,799 | $6,948-74.1% | $5,428-66.9% | $11,429-84.3% |