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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 | $143,671 | $75,962+89.1% | $154,111-6.8% | $64,173+123.9% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -5.50% | 30.32%-35.8pp | 735.18%-740.7pp | 7.63%-13.1pp |
| Employer contribution / active EE | $8,772 | $3,350+161.8% | $5,298+65.6% | $2,381+268.4% |
| Participant deferral / active EE | $5,763 | $3,175+81.5% | $5,081+13.4% | $3,470+66.1% |
| Admin fee / account holder | $3,853 | $5,589-31.1% | $13,411-71.3% | $4,887-21.2% |