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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 | $54,161 | $106,551-49.2% | $91,225-40.6% | $134,532-59.7% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -14.43% | 160.78%-175.2pp | 114.12%-128.5pp | 418.27%-432.7pp |
| Employer contribution / active EE | $1,360 | $3,331-59.2% | $2,851-52.3% | $4,741-71.3% |
| Participant deferral / active EE | $1,360 | $4,718-71.2% | $4,233-67.9% | $6,401-78.8% |
| Admin fee / account holder | $2,075 | $6,234-66.7% | $5,422-61.7% | $11,429-81.8% |