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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 | $68,909 | $67,396+2.2% | $60,919+13.1% | $134,545-48.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -17.63% | 50.12%-67.7pp | 16.96%-34.6pp | 418.37%-436.0pp |
| Employer contribution / active EE | $8,306 | $3,101+167.8% | $2,704+207.2% | $4,742+75.2% |
| Participant deferral / active EE | $8,320 | $4,534+83.5% | $3,814+118.1% | $6,401+30.0% |
| Admin fee / account holder | $5,365 | $4,590+16.9% | $3,228+66.2% | $11,431-53.1% |