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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 | $120,331 | $95,979+25.4% | $74,551+61.4% | $135,380-11.1% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -3.65% | 56.97%-60.6pp | 32.53%-36.2pp | 519.81%-523.5pp |
| Employer contribution / active EE | $548 | $2,716-79.8% | $1,961-72.0% | $4,779-88.5% |
| Participant deferral / active EE | $5,309 | $3,844+38.1% | $3,108+70.8% | $5,609-5.3% |
| Admin fee / account holder | $1,559 | $6,522-76.1% | $5,059-69.2% | $10,828-85.6% |