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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 | $100,790 | $95,979+5.0% | $74,551+35.2% | $135,380-25.6% |
| Participation rate | 75.0% | 75.7%-0.7pp | 69.1%+5.9pp | 82.6%-7.6pp |
| Annual return | -1.37% | 56.97%-58.3pp | 32.53%-33.9pp | 519.81%-521.2pp |
| Employer contribution / active EE | $2,500 | $2,716-8.0% | $1,961+27.5% | $4,779-47.7% |
| Participant deferral / active EE | $0 | $3,844-100.0% | $3,108-100.0% | $5,609-100.0% |
| Admin fee / account holder | $6,570 | $6,522+0.7% | $5,059+29.9% | $10,828-39.3% |