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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 | $98,632 | $82,674+19.3% | $125,381-21.3% | $68,486+44.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -12.93% | -5.97%-7.0pp | 572.31%-585.2pp | -7.85%-5.1pp |
| Employer contribution / active EE | $6,078 | $3,382+79.7% | $4,815+26.2% | $2,597+134.1% |
| Participant deferral / active EE | $4,493 | $6,111-26.5% | $7,448-39.7% | $4,028+11.6% |
| Admin fee / account holder | $30,453 | $6,277+385.1% | $10,007+204.3% | $5,404+463.5% |