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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 | $111,058 | $75,962+46.2% | $154,111-27.9% | $64,173+73.1% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -4.01% | 30.32%-34.3pp | 735.18%-739.2pp | 7.63%-11.6pp |
| Employer contribution / active EE | $3,584 | $3,350+7.0% | $5,298-32.4% | $2,381+50.5% |
| Participant deferral / active EE | $2,940 | $3,175-7.4% | $5,081-42.1% | $3,470-15.3% |
| Admin fee / account holder | $6,442 | $5,589+15.3% | $13,411-52.0% | $4,887+31.8% |