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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 | $105,967 | $67,372+57.3% | $60,906+74.0% | $134,532-21.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -18.09% | 50.05%-68.1pp | 16.94%-35.0pp | 418.27%-436.4pp |
| Employer contribution / active EE | $1,431 | $3,099-53.8% | $2,703-47.1% | $4,741-69.8% |
| Participant deferral / active EE | $4,600 | $4,532+1.5% | $3,814+20.6% | $6,401-28.1% |
| Admin fee / account holder | $427 | $4,588-90.7% | $3,227-86.8% | $11,429-96.3% |