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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 | $89,844 | $75,962+18.3% | $154,111-41.7% | $64,173+40.0% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -6.44% | 30.32%-36.8pp | 735.18%-741.6pp | 7.63%-14.1pp |
| Employer contribution / active EE | $5,631 | $3,350+68.1% | $5,298+6.3% | $2,381+136.5% |
| Participant deferral / active EE | $4,106 | $3,175+29.3% | $5,081-19.2% | $3,470+18.3% |
| Admin fee / account holder | $9,103 | $5,589+62.9% | $13,411-32.1% | $4,887+86.3% |