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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 | $75,796 | $67,396+12.5% | $60,919+24.4% | $134,545-43.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -10.29% | 50.12%-60.4pp | 16.96%-27.3pp | 418.37%-428.7pp |
| Employer contribution / active EE | $2,938 | $3,101-5.3% | $2,704+8.7% | $4,742-38.0% |
| Participant deferral / active EE | $9,997 | $4,534+120.5% | $3,814+162.1% | $6,401+56.2% |
| Admin fee / account holder | $3,462 | $4,590-24.6% | $3,228+7.3% | $11,431-69.7% |