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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 | $81,933 | $95,979-14.6% | $74,551+9.9% | $135,380-39.5% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -6.94% | 56.97%-63.9pp | 32.53%-39.5pp | 519.81%-526.7pp |
| Employer contribution / active EE | $1,748 | $2,716-35.6% | $1,961-10.8% | $4,779-63.4% |
| Participant deferral / active EE | $11,314 | $3,844+194.3% | $3,108+264.0% | $5,609+101.7% |
| Admin fee / account holder | $537 | $6,522-91.8% | $5,059-89.4% | $10,828-95.0% |