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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 | $107,105 | $75,962+41.0% | $154,111-30.5% | $64,173+66.9% |
| Participation rate | 90.0% | 70.4%+19.6pp | 83.0%+7.0pp | 69.6%+20.4pp |
| Annual return | -2.25% | 30.32%-32.6pp | 735.18%-737.4pp | 7.63%-9.9pp |
| Employer contribution / active EE | $7,166 | $3,350+113.9% | $5,298+35.3% | $2,381+201.0% |
| Participant deferral / active EE | $5,177 | $3,175+63.1% | $5,081+1.9% | $3,470+49.2% |
| Admin fee / account holder | $1,898 | $5,589-66.0% | $13,411-85.8% | $4,887-61.2% |