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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 | $87,544 | $75,962+15.2% | $154,108-43.2% | $64,173+36.4% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -5.06% | 30.32%-35.4pp | 735.21%-740.3pp | 7.63%-12.7pp |
| Employer contribution / active EE | $5,248 | $3,350+56.7% | $5,298-0.9% | $2,381+120.4% |
| Participant deferral / active EE | $3,432 | $3,175+8.1% | $5,081-32.4% | $3,470-1.1% |
| Admin fee / account holder | $2,931 | $5,589-47.5% | $13,411-78.1% | $4,887-40.0% |