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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 | $86,962 | $67,372+29.1% | $60,906+42.8% | $134,532-35.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -3.42% | 50.05%-53.5pp | 16.94%-20.4pp | 418.27%-421.7pp |
| Employer contribution / active EE | $2,770 | $3,099-10.6% | $2,703+2.5% | $4,741-41.6% |
| Participant deferral / active EE | $1,720 | $4,532-62.0% | $3,814-54.9% | $6,401-73.1% |
| Admin fee / account holder | $9,211 | $4,588+100.7% | $3,227+185.4% | $11,429-19.4% |