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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 | $85,849 | $75,962+13.0% | $154,111-44.3% | $64,173+33.8% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -7.05% | 30.32%-37.4pp | 735.18%-742.2pp | 7.63%-14.7pp |
| Employer contribution / active EE | $8,837 | $3,350+163.8% | $5,298+66.8% | $2,381+271.2% |
| Participant deferral / active EE | $5,488 | $3,175+72.9% | $5,081+8.0% | $3,470+58.2% |
| Admin fee / account holder | $6,103 | $5,589+9.2% | $13,411-54.5% | $4,887+24.9% |