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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 | $114,464 | $75,962+50.7% | $154,108-25.7% | $64,173+78.4% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -6.48% | 30.32%-36.8pp | 735.21%-741.7pp | 7.63%-14.1pp |
| Employer contribution / active EE | $6,173 | $3,350+84.3% | $5,298+16.5% | $2,381+159.3% |
| Participant deferral / active EE | $5,223 | $3,175+64.5% | $5,081+2.8% | $3,470+50.5% |
| Admin fee / account holder | $490 | $5,589-91.2% | $13,411-96.3% | $4,887-90.0% |