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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 | $153,854 | $75,962+102.5% | $154,111-0.2% | $64,173+139.7% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -7.68% | 30.32%-38.0pp | 735.18%-742.9pp | 7.63%-15.3pp |
| Employer contribution / active EE | $3,742 | $3,350+11.7% | $5,298-29.4% | $2,381+57.2% |
| Participant deferral / active EE | $4,881 | $3,175+53.7% | $5,081-3.9% | $3,470+40.7% |
| Admin fee / account holder | $4,033 | $5,589-27.8% | $13,411-69.9% | $4,887-17.5% |