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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 | $120,338 | $67,396+78.6% | $60,919+97.5% | $134,545-10.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -13.75% | 50.12%-63.9pp | 16.96%-30.7pp | 418.37%-432.1pp |
| Employer contribution / active EE | $2,165 | $3,101-30.2% | $2,704-19.9% | $4,742-54.3% |
| Participant deferral / active EE | $6,496 | $4,534+43.3% | $3,814+70.3% | $6,401+1.5% |
| Admin fee / account holder | $953 | $4,590-79.2% | $3,228-70.5% | $11,431-91.7% |