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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 | $74,856 | $75,962-1.5% | $154,108-51.4% | $64,173+16.6% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -6.99% | 30.32%-37.3pp | 735.21%-742.2pp | 7.63%-14.6pp |
| Employer contribution / active EE | $8,508 | $3,350+154.0% | $5,298+60.6% | $2,381+257.3% |
| Participant deferral / active EE | $3,836 | $3,175+20.8% | $5,081-24.5% | $3,470+10.6% |
| Admin fee / account holder | $5,919 | $5,589+5.9% | $13,411-55.9% | $4,887+21.1% |