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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 | $78,974 | $67,372+17.2% | $60,906+29.7% | $134,532-41.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -10.69% | 50.05%-60.7pp | 16.94%-27.6pp | 418.27%-429.0pp |
| Employer contribution / active EE | $6,531 | $3,099+110.7% | $2,703+141.6% | $4,741+37.7% |
| Participant deferral / active EE | $7,729 | $4,532+70.5% | $3,814+102.6% | $6,401+20.7% |
| Admin fee / account holder | $3,089 | $4,588-32.7% | $3,227-4.3% | $11,429-73.0% |