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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 | $105,381 | $95,975+9.8% | $74,552+41.4% | $135,382-22.2% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -7.10% | 56.96%-64.1pp | 32.53%-39.6pp | 519.77%-526.9pp |
| Employer contribution / active EE | $5,228 | $2,716+92.5% | $1,961+166.6% | $4,779+9.4% |
| Participant deferral / active EE | $5,789 | $3,844+50.6% | $3,108+86.2% | $5,609+3.2% |
| Admin fee / account holder | $1,907 | $6,522-70.8% | $5,060-62.3% | $10,829-82.4% |