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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 | $84,385 | $67,352+25.3% | $60,899+38.6% | $134,509-37.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -18.96% | 49.99%-69.0pp | 16.92%-35.9pp | 418.13%-437.1pp |
| Employer contribution / active EE | $2,031 | $3,098-34.4% | $2,702-24.9% | $4,741-57.2% |
| Participant deferral / active EE | $4,049 | $4,539-10.8% | $3,817+6.1% | $6,400-36.7% |
| Admin fee / account holder | $5,667 | $4,585+23.6% | $3,225+75.7% | $11,427-50.4% |