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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 | $78,017 | $67,396+15.8% | $60,919+28.1% | $134,545-42.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -2.35% | 50.12%-52.5pp | 16.96%-19.3pp | 418.37%-420.7pp |
| Employer contribution / active EE | $3,199 | $3,101+3.2% | $2,704+18.3% | $4,742-32.5% |
| Participant deferral / active EE | $6,522 | $4,534+43.8% | $3,814+71.0% | $6,401+1.9% |
| Admin fee / account holder | $1,045 | $4,590-77.2% | $3,228-67.6% | $11,431-90.9% |