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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 | $75,317 | $95,975-21.5% | $74,552+1.0% | $135,382-44.4% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -5.97% | 56.96%-62.9pp | 32.53%-38.5pp | 519.77%-525.7pp |
| Employer contribution / active EE | $2,650 | $2,716-2.5% | $1,961+35.1% | $4,779-44.6% |
| Participant deferral / active EE | $4,774 | $3,844+24.2% | $3,108+53.6% | $5,609-14.9% |
| Admin fee / account holder | $17,403 | $6,522+166.8% | $5,060+244.0% | $10,829+60.7% |