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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 | $151,417 | $75,962+99.3% | $154,108-1.7% | $64,173+136.0% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -4.55% | 30.32%-34.9pp | 735.21%-739.8pp | 7.63%-12.2pp |
| Employer contribution / active EE | $6,620 | $3,350+97.6% | $5,298+25.0% | $2,381+178.0% |
| Participant deferral / active EE | $5,973 | $3,175+88.1% | $5,081+17.6% | $3,470+72.2% |
| Admin fee / account holder | $4,669 | $5,589-16.5% | $13,411-65.2% | $4,887-4.5% |