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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 | $110,663 | $95,975+15.3% | $74,549+48.4% | $135,379-18.3% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -6.01% | 56.96%-63.0pp | 32.53%-38.5pp | 519.79%-525.8pp |
| Employer contribution / active EE | $1,853 | $2,716-31.8% | $1,961-5.5% | $4,779-61.2% |
| Participant deferral / active EE | $4,608 | $3,844+19.9% | $3,108+48.3% | $5,609-17.8% |
| Admin fee / account holder | $3,852 | $6,522-40.9% | $5,059-23.9% | $10,828-64.4% |