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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 | $77,491 | $95,979-19.3% | $74,551+3.9% | $135,380-42.8% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -1.38% | 56.97%-58.4pp | 32.53%-33.9pp | 519.81%-521.2pp |
| Employer contribution / active EE | $7,433 | $2,716+173.6% | $1,961+279.0% | $4,779+55.5% |
| Participant deferral / active EE | $2,957 | $3,844-23.1% | $3,108-4.9% | $5,609-47.3% |
| Admin fee / account holder | $2,333 | $6,522-64.2% | $5,059-53.9% | $10,828-78.5% |