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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 | $87,399 | $75,962+15.1% | $154,108-43.3% | $64,173+36.2% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -5.65% | 30.32%-36.0pp | 735.21%-740.9pp | 7.63%-13.3pp |
| Employer contribution / active EE | $5,375 | $3,350+60.5% | $5,298+1.5% | $2,381+125.8% |
| Participant deferral / active EE | $6,314 | $3,175+98.9% | $5,081+24.3% | $3,470+82.0% |
| Admin fee / account holder | $2,965 | $5,589-46.9% | $13,411-77.9% | $4,887-39.3% |