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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 | $100,710 | $95,979+4.9% | $74,551+35.1% | $135,380-25.6% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -8.23% | 56.97%-65.2pp | 32.53%-40.8pp | 519.81%-528.0pp |
| Employer contribution / active EE | $2,609 | $2,716-4.0% | $1,961+33.0% | $4,779-45.4% |
| Participant deferral / active EE | $4,610 | $3,844+19.9% | $3,108+48.3% | $5,609-17.8% |
| Admin fee / account holder | $7,473 | $6,522+14.6% | $5,059+47.7% | $10,828-31.0% |