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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 | $106,860 | $67,372+58.6% | $60,906+75.5% | $134,532-20.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -2.96% | 50.05%-53.0pp | 16.94%-19.9pp | 418.27%-421.2pp |
| Employer contribution / active EE | $5,006 | $3,099+61.5% | $2,703+85.2% | $4,741+5.6% |
| Participant deferral / active EE | $3,306 | $4,532-27.1% | $3,814-13.3% | $6,401-48.4% |
| Admin fee / account holder | $878 | $4,588-80.9% | $3,227-72.8% | $11,429-92.3% |