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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 | $77,113 | $75,962+1.5% | $154,108-50.0% | $64,173+20.2% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -6.44% | 30.32%-36.8pp | 735.21%-741.6pp | 7.63%-14.1pp |
| Employer contribution / active EE | $4,772 | $3,350+42.5% | $5,298-9.9% | $2,381+100.4% |
| Participant deferral / active EE | $3,994 | $3,175+25.8% | $5,081-21.4% | $3,470+15.1% |
| Admin fee / account holder | $1,029 | $5,589-81.6% | $13,411-92.3% | $4,887-78.9% |