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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 | $90,681 | $75,962+19.4% | $154,108-41.2% | $64,173+41.3% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -6.96% | 30.32%-37.3pp | 735.21%-742.2pp | 7.63%-14.6pp |
| Employer contribution / active EE | $5,473 | $3,350+63.4% | $5,298+3.3% | $2,381+129.9% |
| Participant deferral / active EE | $6,808 | $3,175+114.4% | $5,081+34.0% | $3,470+96.2% |
| Admin fee / account holder | $6,735 | $5,589+20.5% | $13,411-49.8% | $4,887+37.8% |