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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 | $110,487 | $75,962+45.5% | $154,111-28.3% | $64,173+72.2% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -5.62% | 30.32%-35.9pp | 735.18%-740.8pp | 7.63%-13.3pp |
| Employer contribution / active EE | $5,798 | $3,350+73.1% | $5,298+9.4% | $2,381+143.5% |
| Participant deferral / active EE | $5,803 | $3,175+82.8% | $5,081+14.2% | $3,470+67.2% |
| Admin fee / account holder | $5,747 | $5,589+2.8% | $13,411-57.2% | $4,887+17.6% |