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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 | $86,042 | $75,959+13.3% | $154,114-44.2% | $64,181+34.1% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -5.26% | 30.32%-35.6pp | 735.16%-740.4pp | 7.63%-12.9pp |
| Employer contribution / active EE | $3,915 | $3,350+16.9% | $5,298-26.1% | $2,381+64.4% |
| Participant deferral / active EE | $6,256 | $3,175+97.1% | $5,081+23.1% | $3,470+80.3% |
| Admin fee / account holder | $2,403 | $5,589-57.0% | $13,411-82.1% | $4,887-50.8% |