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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 | $119,627 | $67,352+77.6% | $60,899+96.4% | $134,509-11.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -13.33% | 49.99%-63.3pp | 16.92%-30.3pp | 418.13%-431.5pp |
| Employer contribution / active EE | $4,365 | $3,098+40.9% | $2,702+61.5% | $4,741-7.9% |
| Participant deferral / active EE | $2,183 | $4,539-51.9% | $3,817-42.8% | $6,400-65.9% |
| Admin fee / account holder | $2,613 | $4,585-43.0% | $3,225-19.0% | $11,427-77.1% |