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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 | $120,771 | $95,979+25.8% | $74,551+62.0% | $135,380-10.8% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -5.25% | 56.97%-62.2pp | 32.53%-37.8pp | 519.81%-525.1pp |
| Employer contribution / active EE | $2,528 | $2,716-6.9% | $1,961+28.9% | $4,779-47.1% |
| Participant deferral / active EE | $4,831 | $3,844+25.7% | $3,108+55.4% | $5,609-13.9% |
| Admin fee / account holder | $5,906 | $6,522-9.4% | $5,059+16.7% | $10,828-45.5% |