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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 | $98,696 | $95,975+2.8% | $74,552+32.4% | $135,382-27.1% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -6.52% | 56.96%-63.5pp | 32.53%-39.1pp | 519.77%-526.3pp |
| Employer contribution / active EE | $4,236 | $2,716+56.0% | $1,961+116.0% | $4,779-11.4% |
| Participant deferral / active EE | $3,223 | $3,844-16.2% | $3,108+3.7% | $5,609-42.5% |
| Admin fee / account holder | $1,933 | $6,522-70.4% | $5,060-61.8% | $10,829-82.1% |