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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 | $101,827 | $75,962+34.0% | $154,108-33.9% | $64,173+58.7% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -4.21% | 30.32%-34.5pp | 735.21%-739.4pp | 7.63%-11.8pp |
| Employer contribution / active EE | $4,983 | $3,350+48.7% | $5,298-5.9% | $2,381+109.3% |
| Participant deferral / active EE | $5,472 | $3,175+72.4% | $5,081+7.7% | $3,470+57.7% |
| Admin fee / account holder | $15,219 | $5,589+172.3% | $13,411+13.5% | $4,887+211.4% |