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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 | $134,755 | $95,975+40.4% | $74,549+80.8% | $135,379-0.5% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -7.72% | 56.96%-64.7pp | 32.53%-40.2pp | 519.79%-527.5pp |
| Employer contribution / active EE | $7,691 | $2,716+183.2% | $1,961+292.2% | $4,779+60.9% |
| Participant deferral / active EE | $7,474 | $3,844+94.5% | $3,108+140.5% | $5,609+33.3% |
| Admin fee / account holder | $1,548 | $6,522-76.3% | $5,059-69.4% | $10,828-85.7% |