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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 | $175,585 | $75,962+131.1% | $154,108+13.9% | $64,173+173.6% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -5.35% | 30.32%-35.7pp | 735.21%-740.6pp | 7.63%-13.0pp |
| Employer contribution / active EE | $3,535 | $3,350+5.5% | $5,298-33.3% | $2,381+48.5% |
| Participant deferral / active EE | $5,894 | $3,175+85.7% | $5,081+16.0% | $3,470+69.9% |
| Admin fee / account holder | $2,509 | $5,589-55.1% | $13,411-81.3% | $4,887-48.7% |