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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 | $101,689 | $75,959+33.9% | $154,114-34.0% | $64,181+58.4% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -7.08% | 30.32%-37.4pp | 735.16%-742.2pp | 7.63%-14.7pp |
| Employer contribution / active EE | $6,013 | $3,350+79.5% | $5,298+13.5% | $2,381+152.6% |
| Participant deferral / active EE | $3,768 | $3,175+18.7% | $5,081-25.8% | $3,470+8.6% |
| Admin fee / account holder | $1,679 | $5,589-70.0% | $13,411-87.5% | $4,887-65.6% |