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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 | $102,888 | $95,979+7.2% | $74,551+38.0% | $135,380-24.0% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -3.89% | 56.97%-60.9pp | 32.53%-36.4pp | 519.81%-523.7pp |
| Employer contribution / active EE | $5,495 | $2,716+102.3% | $1,961+180.2% | $4,779+15.0% |
| Participant deferral / active EE | $5,920 | $3,844+54.0% | $3,108+90.5% | $5,609+5.6% |
| Admin fee / account holder | $27,917 | $6,522+328.0% | $5,059+451.8% | $10,828+157.8% |