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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 | $90,921 | $75,962+19.7% | $154,108-41.0% | $64,173+41.7% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -7.93% | 30.32%-38.2pp | 735.21%-743.1pp | 7.63%-15.6pp |
| Employer contribution / active EE | $4,255 | $3,350+27.0% | $5,298-19.7% | $2,381+78.7% |
| Participant deferral / active EE | $4,830 | $3,175+52.1% | $5,081-4.9% | $3,470+39.2% |
| Admin fee / account holder | $2,702 | $5,589-51.7% | $13,411-79.9% | $4,887-44.7% |