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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 | $120,153 | $67,352+78.4% | $60,899+97.3% | $134,509-10.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -18.38% | 49.99%-68.4pp | 16.92%-35.3pp | 418.13%-436.5pp |
| Employer contribution / active EE | $3,685 | $3,098+19.0% | $2,702+36.4% | $4,741-22.3% |
| Participant deferral / active EE | $5,448 | $4,539+20.0% | $3,817+42.7% | $6,400-14.9% |
| Admin fee / account holder | $6,674 | $4,585+45.6% | $3,225+106.9% | $11,427-41.6% |