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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 | $79,737 | $67,372+18.4% | $60,906+30.9% | $134,532-40.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -11.09% | 50.05%-61.1pp | 16.94%-28.0pp | 418.27%-429.4pp |
| Employer contribution / active EE | $5,950 | $3,099+92.0% | $2,703+120.1% | $4,741+25.5% |
| Participant deferral / active EE | $1,753 | $4,532-61.3% | $3,814-54.0% | $6,401-72.6% |
| Admin fee / account holder | $1,800 | $4,588-60.8% | $3,227-44.2% | $11,429-84.3% |