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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 | $102,897 | $104,116-1.2% | $71,089+44.7% | $135,380-24.0% |
| Participation rate | 90.0% | 65.7%+24.3pp | 54.6%+35.4pp | 82.6%+7.4pp |
| Annual return | -7.18% | 1256.51%-1263.7pp | 650.65%-657.8pp | 519.81%-527.0pp |
| Employer contribution / active EE | $1,283 | $1,485-13.6% | $1,088+17.9% | $4,779-73.2% |
| Participant deferral / active EE | $4,906 | $2,524+94.4% | $1,873+162.0% | $5,609-12.5% |
| Admin fee / account holder | $1,377 | $4,142-66.8% | $3,082-55.3% | $10,828-87.3% |