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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 | $87,554 | $95,979-8.8% | $74,551+17.4% | $135,380-35.3% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -4.53% | 56.97%-61.5pp | 32.53%-37.1pp | 519.81%-524.3pp |
| Employer contribution / active EE | $1,667 | $2,716-38.6% | $1,961-15.0% | $4,779-65.1% |
| Participant deferral / active EE | $1,989 | $3,844-48.3% | $3,108-36.0% | $5,609-64.5% |
| Admin fee / account holder | $1,257 | $6,522-80.7% | $5,059-75.2% | $10,828-88.4% |