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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 | $130,295 | $75,962+71.5% | $154,108-15.5% | $64,173+103.0% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -0.14% | 30.32%-30.5pp | 735.21%-735.3pp | 7.63%-7.8pp |
| Employer contribution / active EE | $7,501 | $3,350+123.9% | $5,298+41.6% | $2,381+215.1% |
| Participant deferral / active EE | $4,844 | $3,175+52.6% | $5,081-4.7% | $3,470+39.6% |
| Admin fee / account holder | $30,539 | $5,589+446.4% | $13,411+127.7% | $4,887+524.8% |