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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 | $104,997 | $95,979+9.4% | $74,551+40.8% | $135,380-22.4% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -7.39% | 56.97%-64.4pp | 32.53%-39.9pp | 519.81%-527.2pp |
| Employer contribution / active EE | $4,315 | $2,716+58.9% | $1,961+120.0% | $4,779-9.7% |
| Participant deferral / active EE | $3,099 | $3,844-19.4% | $3,108-0.3% | $5,609-44.8% |
| Admin fee / account holder | $2,622 | $6,522-59.8% | $5,059-48.2% | $10,828-75.8% |