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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 | $87,437 | $43,730+99.9% | $121,220-27.9% | $64,173+36.3% |
| Participation rate | 100.0% | 58.3%+41.7pp | 71.8%+28.2pp | 69.6%+30.4pp |
| Annual return | -5.91% | 68.94%-74.9pp | 16.94%-22.8pp | 7.63%-13.5pp |
| Employer contribution / active EE | $5,126 | $1,297+295.3% | $4,023+27.4% | $2,381+115.3% |
| Participant deferral / active EE | $4,634 | $2,281+103.2% | $3,345+38.5% | $3,470+33.6% |
| Admin fee / account holder | $5,904 | $3,502+68.6% | $5,021+17.6% | $4,887+20.8% |