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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 | $122,960 | $95,979+28.1% | $74,551+64.9% | $135,380-9.2% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -5.34% | 56.97%-62.3pp | 32.53%-37.9pp | 519.81%-525.2pp |
| Employer contribution / active EE | $2,338 | $2,716-13.9% | $1,961+19.2% | $4,779-51.1% |
| Participant deferral / active EE | $8,144 | $3,844+111.9% | $3,108+162.0% | $5,609+45.2% |
| Admin fee / account holder | $952 | $6,522-85.4% | $5,059-81.2% | $10,828-91.2% |