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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 | $143,472 | $75,962+88.9% | $154,111-6.9% | $64,173+123.6% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -7.07% | 30.32%-37.4pp | 735.18%-742.3pp | 7.63%-14.7pp |
| Employer contribution / active EE | $7,670 | $3,350+129.0% | $5,298+44.8% | $2,381+222.2% |
| Participant deferral / active EE | $4,434 | $3,175+39.7% | $5,081-12.7% | $3,470+27.8% |
| Admin fee / account holder | $2,318 | $5,589-58.5% | $13,411-82.7% | $4,887-52.6% |