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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 | $67,352+5.3% | $60,899+16.4% | $134,509-47.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -15.95% | 49.99%-65.9pp | 16.92%-32.9pp | 418.13%-434.1pp |
| Employer contribution / active EE | $3,830 | $3,098+23.7% | $2,702+41.7% | $4,741-19.2% |
| Participant deferral / active EE | $1,038 | $4,539-77.1% | $3,817-72.8% | $6,400-83.8% |
| Admin fee / account holder | $5,863 | $4,585+27.9% | $3,225+81.8% | $11,427-48.7% |