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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 | $81,462 | $75,962+7.2% | $154,108-47.1% | $64,173+26.9% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -3.94% | 30.32%-34.3pp | 735.21%-739.1pp | 7.63%-11.6pp |
| Employer contribution / active EE | $2,394 | $3,350-28.5% | $5,298-54.8% | $2,381+0.5% |
| Participant deferral / active EE | $5,578 | $3,175+75.7% | $5,081+9.8% | $3,470+60.8% |
| Admin fee / account holder | $12,034 | $5,589+115.3% | $13,411-10.3% | $4,887+146.2% |