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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 | $67,036 | $75,962-11.8% | $154,108-56.5% | $64,173+4.5% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -4.48% | 30.32%-34.8pp | 735.21%-739.7pp | 7.63%-12.1pp |
| Employer contribution / active EE | $6,067 | $3,350+81.1% | $5,298+14.5% | $2,381+154.8% |
| Participant deferral / active EE | $3,868 | $3,175+21.8% | $5,081-23.9% | $3,470+11.5% |
| Admin fee / account holder | $19,089 | $5,589+241.6% | $13,411+42.3% | $4,887+290.6% |