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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 | $101,235 | $95,979+5.5% | $74,551+35.8% | $135,380-25.2% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -7.88% | 56.97%-64.8pp | 32.53%-40.4pp | 519.81%-527.7pp |
| Employer contribution / active EE | $1,475 | $2,716-45.7% | $1,961-24.8% | $4,779-69.1% |
| Participant deferral / active EE | $3,301 | $3,844-14.1% | $3,108+6.2% | $5,609-41.2% |
| Admin fee / account holder | $1,045 | $6,522-84.0% | $5,059-79.3% | $10,828-90.3% |