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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 | $76,656 | $75,962+0.9% | $154,108-50.3% | $64,173+19.5% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -5.95% | 30.32%-36.3pp | 735.21%-741.2pp | 7.63%-13.6pp |
| Employer contribution / active EE | $5,526 | $3,350+65.0% | $5,298+4.3% | $2,381+132.1% |
| Participant deferral / active EE | $3,905 | $3,175+23.0% | $5,081-23.1% | $3,470+12.6% |
| Admin fee / account holder | $9,938 | $5,589+77.8% | $13,411-25.9% | $4,887+103.3% |