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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 | $99,338 | $91,525+8.5% | $130,026-23.6% | $75,181+32.1% |
| Participation rate | 100.0% | 71.4%+28.6pp | 78.5%+21.5pp | 67.2%+32.8pp |
| Annual return | 13.96% | -631.40%+645.4pp | -137.26%+151.2pp | 160.69%-146.7pp |
| Employer contribution / active EE | $5,767 | $2,844+102.8% | $4,321+33.5% | $2,671+116.0% |
| Participant deferral / active EE | $8,201 | $4,342+88.9% | $5,821+40.9% | $4,126+98.8% |
| Admin fee / account holder | $3,099 | $6,778-54.3% | $10,608-70.8% | $5,650-45.1% |