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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 | $81,221 | $75,962+6.9% | $154,111-47.3% | $64,173+26.6% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -7.52% | 30.32%-37.8pp | 735.18%-742.7pp | 7.63%-15.2pp |
| Employer contribution / active EE | $7,067 | $3,350+111.0% | $5,298+33.4% | $2,381+196.8% |
| Participant deferral / active EE | $3,666 | $3,175+15.5% | $5,081-27.8% | $3,470+5.7% |
| Admin fee / account holder | $1,797 | $5,589-67.8% | $13,411-86.6% | $4,887-63.2% |