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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 | $106,548-37.2% | $91,219-26.6% | $134,493-50.2% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -17.13% | 160.69%-177.8pp | 114.06%-131.2pp | 418.01%-435.1pp |
| Employer contribution / active EE | $1,868 | $3,331-43.9% | $2,851-34.5% | $4,740-60.6% |
| Participant deferral / active EE | $6,291 | $4,719+33.3% | $4,234+48.6% | $6,400-1.7% |
| Admin fee / account holder | $517 | $6,233-91.7% | $5,421-90.5% | $11,425-95.5% |