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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 | $73,146 | $106,557-31.4% | $91,227-19.8% | $134,545-45.6% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -16.42% | 160.81%-177.2pp | 114.14%-130.6pp | 418.37%-434.8pp |
| Employer contribution / active EE | $3,581 | $3,332+7.5% | $2,851+25.6% | $4,742-24.5% |
| Participant deferral / active EE | $4,413 | $4,719-6.5% | $4,234+4.2% | $6,401-31.1% |
| Admin fee / account holder | $1,100 | $6,235-82.4% | $5,423-79.7% | $11,431-90.4% |