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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 | $89,308 | $75,962+17.6% | $154,108-42.0% | $64,173+39.2% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -7.46% | 30.32%-37.8pp | 735.21%-742.7pp | 7.63%-15.1pp |
| Employer contribution / active EE | $3,228 | $3,350-3.6% | $5,298-39.1% | $2,381+35.6% |
| Participant deferral / active EE | $5,675 | $3,175+78.8% | $5,081+11.7% | $3,470+63.6% |
| Admin fee / account holder | $1,616 | $5,589-71.1% | $13,411-87.9% | $4,887-66.9% |