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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 | $93,208 | $75,962+22.7% | $154,108-39.5% | $64,173+45.2% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -0.06% | 30.32%-30.4pp | 735.21%-735.3pp | 7.63%-7.7pp |
| Employer contribution / active EE | $4,613 | $3,350+37.7% | $5,298-12.9% | $2,381+93.8% |
| Participant deferral / active EE | $3,292 | $3,175+3.7% | $5,081-35.2% | $3,470-5.1% |
| Admin fee / account holder | $2,492 | $5,589-55.4% | $13,411-81.4% | $4,887-49.0% |