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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 | $111,404 | $95,975+16.1% | $74,549+49.4% | $135,379-17.7% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -5.94% | 56.96%-62.9pp | 32.53%-38.5pp | 519.79%-525.7pp |
| Employer contribution / active EE | $7,357 | $2,716+170.9% | $1,961+275.2% | $4,779+53.9% |
| Participant deferral / active EE | $6,942 | $3,844+80.6% | $3,108+123.3% | $5,609+23.8% |
| Admin fee / account holder | $3,136 | $6,522-51.9% | $5,059-38.0% | $10,828-71.0% |