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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 | $104,469 | $95,979+8.8% | $74,551+40.1% | $135,380-22.8% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -7.34% | 56.97%-64.3pp | 32.53%-39.9pp | 519.81%-527.1pp |
| Employer contribution / active EE | $2,585 | $2,716-4.8% | $1,961+31.8% | $4,779-45.9% |
| Participant deferral / active EE | $3,639 | $3,844-5.3% | $3,108+17.1% | $5,609-35.1% |
| Admin fee / account holder | $5,798 | $6,522-11.1% | $5,059+14.6% | $10,828-46.5% |