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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 | $74,204 | $75,962-2.3% | $154,111-51.9% | $64,173+15.6% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -5.04% | 30.32%-35.4pp | 735.18%-740.2pp | 7.63%-12.7pp |
| Employer contribution / active EE | $7,027 | $3,350+109.8% | $5,298+32.6% | $2,381+195.2% |
| Participant deferral / active EE | $4,848 | $3,175+52.7% | $5,081-4.6% | $3,470+39.7% |
| Admin fee / account holder | $21,353 | $5,589+282.1% | $13,411+59.2% | $4,887+336.9% |