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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 | $80,357 | $95,979-16.3% | $74,551+7.8% | $135,380-40.6% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | 0.00% | 56.97%-57.0pp | 32.53%-32.5pp | 519.81%-519.8pp |
| Employer contribution / active EE | $2,638 | $2,716-2.9% | $1,961+34.5% | $4,779-44.8% |
| Participant deferral / active EE | $7,101 | $3,844+84.7% | $3,108+128.5% | $5,609+26.6% |
| Admin fee / account holder | $1,090 | $6,522-83.3% | $5,059-78.5% | $10,828-89.9% |