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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 | $125,156 | $95,979+30.4% | $74,551+67.9% | $135,380-7.6% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -0.23% | 56.97%-57.2pp | 32.53%-32.8pp | 519.81%-520.0pp |
| Employer contribution / active EE | $2,157 | $2,716-20.6% | $1,961+10.0% | $4,779-54.9% |
| Participant deferral / active EE | $8,088 | $3,844+110.4% | $3,108+160.2% | $5,609+44.2% |
| Admin fee / account holder | $1,007 | $6,522-84.6% | $5,059-80.1% | $10,828-90.7% |