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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 | $96,084 | $75,962+26.5% | $154,108-37.7% | $64,173+49.7% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -4.14% | 30.32%-34.5pp | 735.21%-739.3pp | 7.63%-11.8pp |
| Employer contribution / active EE | $5,432 | $3,350+62.2% | $5,298+2.5% | $2,381+128.2% |
| Participant deferral / active EE | $4,604 | $3,175+45.0% | $5,081-9.4% | $3,470+32.7% |
| Admin fee / account holder | $17,765 | $5,589+217.9% | $13,411+32.5% | $4,887+263.5% |