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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 | $100,486 | $75,962+32.3% | $154,111-34.8% | $64,173+56.6% |
| Participation rate | 93.6% | 70.4%+23.2pp | 83.0%+10.6pp | 69.6%+24.0pp |
| Annual return | -3.86% | 30.32%-34.2pp | 735.18%-739.0pp | 7.63%-11.5pp |
| Employer contribution / active EE | $1,282 | $3,350-61.7% | $5,298-75.8% | $2,381-46.2% |
| Participant deferral / active EE | $3,685 | $3,175+16.1% | $5,081-27.5% | $3,470+6.2% |
| Admin fee / account holder | $18,003 | $5,589+222.1% | $13,411+34.2% | $4,887+268.4% |