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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 | $151,493 | $95,979+57.8% | $74,551+103.2% | $135,380+11.9% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -4.29% | 56.97%-61.3pp | 32.53%-36.8pp | 519.81%-524.1pp |
| Employer contribution / active EE | $1,987 | $2,716-26.9% | $1,961+1.3% | $4,779-58.4% |
| Participant deferral / active EE | $3,684 | $3,844-4.2% | $3,108+18.5% | $5,609-34.3% |
| Admin fee / account holder | $324 | $6,522-95.0% | $5,059-93.6% | $10,828-97.0% |