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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 | $75,643 | $95,979-21.2% | $74,551+1.5% | $135,380-44.1% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -6.28% | 56.97%-63.2pp | 32.53%-38.8pp | 519.81%-526.1pp |
| Employer contribution / active EE | $2,000 | $2,716-26.4% | $1,961+2.0% | $4,779-58.1% |
| Participant deferral / active EE | $14,333 | $3,844+272.9% | $3,108+361.1% | $5,609+155.5% |
| Admin fee / account holder | $380 | $6,522-94.2% | $5,059-92.5% | $10,828-96.5% |