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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 | $84,762 | $75,962+11.6% | $154,108-45.0% | $64,173+32.1% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -7.25% | 30.32%-37.6pp | 735.21%-742.5pp | 7.63%-14.9pp |
| Employer contribution / active EE | $4,137 | $3,350+23.5% | $5,298-21.9% | $2,381+73.8% |
| Participant deferral / active EE | $2,579 | $3,175-18.8% | $5,081-49.2% | $3,470-25.7% |
| Admin fee / account holder | $3,933 | $5,589-29.6% | $13,411-70.7% | $4,887-19.5% |