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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 | $77,410 | $75,962+1.9% | $154,111-49.8% | $64,173+20.6% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -7.81% | 30.32%-38.1pp | 735.18%-743.0pp | 7.63%-15.4pp |
| Employer contribution / active EE | $1,471 | $3,350-56.1% | $5,298-72.2% | $2,381-38.2% |
| Participant deferral / active EE | $2,515 | $3,175-20.8% | $5,081-50.5% | $3,470-27.5% |
| Admin fee / account holder | $457 | $5,589-91.8% | $13,411-96.6% | $4,887-90.7% |