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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 | $100,096 | $75,962+31.8% | $154,108-35.0% | $64,173+56.0% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -6.64% | 30.32%-37.0pp | 735.21%-741.8pp | 7.63%-14.3pp |
| Employer contribution / active EE | $5,550 | $3,350+65.7% | $5,298+4.8% | $2,381+133.1% |
| Participant deferral / active EE | $4,730 | $3,175+49.0% | $5,081-6.9% | $3,470+36.3% |
| Admin fee / account holder | $3,526 | $5,589-36.9% | $13,411-73.7% | $4,887-27.9% |