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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 | $101,085 | $90,617+11.6% | $79,476+27.2% | $135,382-25.3% |
| Participation rate | 100.0% | 76.1%+23.9pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -5.29% | 977.57%-982.9pp | 718.21%-723.5pp | 519.77%-525.1pp |
| Employer contribution / active EE | $1,000 | $3,068-67.4% | $2,800-64.3% | $4,779-79.1% |
| Participant deferral / active EE | $4,361 | $4,050+7.7% | $3,704+17.7% | $5,609-22.2% |
| Admin fee / account holder | $4,367 | $5,907-26.1% | $5,113-14.6% | $10,829-59.7% |