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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 | $117,919 | $95,979+22.9% | $74,551+58.2% | $135,380-12.9% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -6.52% | 56.97%-63.5pp | 32.53%-39.1pp | 519.81%-526.3pp |
| Employer contribution / active EE | $1,311 | $2,716-51.7% | $1,961-33.1% | $4,779-72.6% |
| Participant deferral / active EE | $5,800 | $3,844+50.9% | $3,108+86.6% | $5,609+3.4% |
| Admin fee / account holder | $1,480 | $6,522-77.3% | $5,059-70.7% | $10,828-86.3% |