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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 | $132,595 | $75,962+74.6% | $154,108-14.0% | $64,173+106.6% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -4.24% | 30.32%-34.6pp | 735.21%-739.4pp | 7.63%-11.9pp |
| Employer contribution / active EE | $9,063 | $3,350+170.5% | $5,298+71.1% | $2,381+280.7% |
| Participant deferral / active EE | $6,539 | $3,175+106.0% | $5,081+28.7% | $3,470+88.5% |
| Admin fee / account holder | $42,333 | $5,589+657.4% | $13,411+215.6% | $4,887+766.2% |