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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 | $66,946 | $106,557-37.2% | $91,227-26.6% | $134,545-50.2% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -17.13% | 160.81%-177.9pp | 114.14%-131.3pp | 418.37%-435.5pp |
| Employer contribution / active EE | $1,868 | $3,332-43.9% | $2,851-34.5% | $4,742-60.6% |
| Participant deferral / active EE | $6,291 | $4,719+33.3% | $4,234+48.6% | $6,401-1.7% |
| Admin fee / account holder | $517 | $6,235-91.7% | $5,423-90.5% | $11,431-95.5% |