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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 | $169,785 | $75,962+123.5% | $154,108+10.2% | $64,173+164.6% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -6.09% | 30.32%-36.4pp | 735.21%-741.3pp | 7.63%-13.7pp |
| Employer contribution / active EE | $4,658 | $3,350+39.1% | $5,298-12.1% | $2,381+95.7% |
| Participant deferral / active EE | $5,203 | $3,175+63.9% | $5,081+2.4% | $3,470+49.9% |
| Admin fee / account holder | $976 | $5,589-82.5% | $13,411-92.7% | $4,887-80.0% |