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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 | $135,288 | $75,962+78.1% | $154,111-12.2% | $64,173+110.8% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -4.51% | 30.32%-34.8pp | 735.18%-739.7pp | 7.63%-12.1pp |
| Employer contribution / active EE | $5,410 | $3,350+61.5% | $5,298+2.1% | $2,381+127.2% |
| Participant deferral / active EE | $5,107 | $3,175+60.9% | $5,081+0.5% | $3,470+47.2% |
| Admin fee / account holder | $7,238 | $5,589+29.5% | $13,411-46.0% | $4,887+48.1% |