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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 | $138,963 | $75,962+82.9% | $154,108-9.8% | $64,173+116.5% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -5.82% | 30.32%-36.1pp | 735.21%-741.0pp | 7.63%-13.5pp |
| Employer contribution / active EE | $6,583 | $3,350+96.5% | $5,298+24.3% | $2,381+176.5% |
| Participant deferral / active EE | $4,801 | $3,175+51.2% | $5,081-5.5% | $3,470+38.4% |
| Admin fee / account holder | $491 | $5,589-91.2% | $13,411-96.3% | $4,887-89.9% |