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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 | $93,869 | $75,962+23.6% | $154,108-39.1% | $64,173+46.3% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -4.31% | 30.32%-34.6pp | 735.21%-739.5pp | 7.63%-11.9pp |
| Employer contribution / active EE | $7,660 | $3,350+128.7% | $5,298+44.6% | $2,381+221.8% |
| Participant deferral / active EE | $5,561 | $3,175+75.2% | $5,081+9.5% | $3,470+60.3% |
| Admin fee / account holder | $2,224 | $5,589-60.2% | $13,411-83.4% | $4,887-54.5% |