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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 | $104,630 | $75,962+37.7% | $154,108-32.1% | $64,173+63.0% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -5.80% | 30.32%-36.1pp | 735.21%-741.0pp | 7.63%-13.4pp |
| Employer contribution / active EE | $3,535 | $3,350+5.5% | $5,298-33.3% | $2,381+48.5% |
| Participant deferral / active EE | $5,524 | $3,175+74.0% | $5,081+8.7% | $3,470+59.2% |
| Admin fee / account holder | $1,260 | $5,589-77.5% | $13,411-90.6% | $4,887-74.2% |