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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 | $117,635 | $75,959+54.9% | $154,114-23.7% | $64,181+83.3% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -3.65% | 30.32%-34.0pp | 735.16%-738.8pp | 7.63%-11.3pp |
| Employer contribution / active EE | $1,647 | $3,350-50.8% | $5,298-68.9% | $2,381-30.8% |
| Participant deferral / active EE | $2,310 | $3,175-27.2% | $5,081-54.5% | $3,470-33.4% |
| Admin fee / account holder | $9,262 | $5,589+65.7% | $13,411-30.9% | $4,887+89.5% |