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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 | $136,334 | $75,962+79.5% | $154,108-11.5% | $64,173+112.4% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -6.69% | 30.32%-37.0pp | 735.21%-741.9pp | 7.63%-14.3pp |
| Employer contribution / active EE | $2,942 | $3,350-12.2% | $5,298-44.5% | $2,381+23.6% |
| Participant deferral / active EE | $6,546 | $3,175+106.2% | $5,081+28.8% | $3,470+88.7% |
| Admin fee / account holder | $22,412 | $5,589+301.0% | $13,411+67.1% | $4,887+358.6% |