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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 | $102,633 | $106,551-3.7% | $91,225+12.5% | $134,532-23.7% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -20.71% | 160.78%-181.5pp | 114.12%-134.8pp | 418.27%-439.0pp |
| Employer contribution / active EE | $2,538 | $3,331-23.8% | $2,851-11.0% | $4,741-46.5% |
| Participant deferral / active EE | $7,973 | $4,718+69.0% | $4,233+88.3% | $6,401+24.6% |
| Admin fee / account holder | $3,889 | $6,234-37.6% | $5,422-28.3% | $11,429-66.0% |