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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 | $99,679 | $92,743+7.5% | $82,744+20.5% | $134,532-25.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -20.31% | 946.63%-966.9pp | 702.22%-722.5pp | 418.27%-438.6pp |
| Employer contribution / active EE | $3,644 | $3,273+11.3% | $3,008+21.1% | $4,741-23.1% |
| Participant deferral / active EE | $14,976 | $4,802+211.9% | $4,395+240.8% | $6,401+134.0% |
| Admin fee / account holder | $748 | $5,977-87.5% | $5,325-86.0% | $11,429-93.5% |