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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 | $76,072 | $95,979-20.7% | $74,551+2.0% | $135,380-43.8% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -6.10% | 56.97%-63.1pp | 32.53%-38.6pp | 519.81%-525.9pp |
| Employer contribution / active EE | $2,400 | $2,716-11.6% | $1,961+22.4% | $4,779-49.8% |
| Participant deferral / active EE | $8,231 | $3,844+114.1% | $3,108+164.8% | $5,609+46.7% |
| Admin fee / account holder | $7,562 | $6,522+15.9% | $5,059+49.5% | $10,828-30.2% |