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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 | $93,210 | $75,962+22.7% | $154,108-39.5% | $64,173+45.2% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -4.09% | 30.32%-34.4pp | 735.21%-739.3pp | 7.63%-11.7pp |
| Employer contribution / active EE | $5,077 | $3,350+51.5% | $5,298-4.2% | $2,381+113.2% |
| Participant deferral / active EE | $5,193 | $3,175+63.6% | $5,081+2.2% | $3,470+49.7% |
| Admin fee / account holder | $6,166 | $5,589+10.3% | $13,411-54.0% | $4,887+26.2% |