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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 | $95,564 | $95,975-0.4% | $74,552+28.2% | $135,382-29.4% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -6.19% | 56.96%-63.2pp | 32.53%-38.7pp | 519.77%-526.0pp |
| Employer contribution / active EE | $10,629 | $2,716+291.3% | $1,961+442.0% | $4,779+122.4% |
| Participant deferral / active EE | $6,811 | $3,844+77.2% | $3,108+119.1% | $5,609+21.4% |
| Admin fee / account holder | $464 | $6,522-92.9% | $5,060-90.8% | $10,829-95.7% |