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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 | $94,901 | $75,962+24.9% | $154,108-38.4% | $64,173+47.9% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -3.80% | 30.32%-34.1pp | 735.21%-739.0pp | 7.63%-11.4pp |
| Employer contribution / active EE | $9,381 | $3,350+180.0% | $5,298+77.1% | $2,381+294.0% |
| Participant deferral / active EE | $6,152 | $3,175+93.8% | $5,081+21.1% | $3,470+77.3% |
| Admin fee / account holder | $8,545 | $5,589+52.9% | $13,411-36.3% | $4,887+74.8% |