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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 | $70,914 | $67,372+5.3% | $60,906+16.4% | $134,532-47.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -15.95% | 50.05%-66.0pp | 16.94%-32.9pp | 418.27%-434.2pp |
| Employer contribution / active EE | $3,830 | $3,099+23.6% | $2,703+41.7% | $4,741-19.2% |
| Participant deferral / active EE | $1,038 | $4,532-77.1% | $3,814-72.8% | $6,401-83.8% |
| Admin fee / account holder | $5,863 | $4,588+27.8% | $3,227+81.7% | $11,429-48.7% |