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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 | $147,844 | $75,962+94.6% | $154,108-4.1% | $64,173+130.4% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -4.17% | 30.32%-34.5pp | 735.21%-739.4pp | 7.63%-11.8pp |
| Employer contribution / active EE | $7,457 | $3,350+122.6% | $5,298+40.8% | $2,381+213.2% |
| Participant deferral / active EE | $5,840 | $3,175+84.0% | $5,081+14.9% | $3,470+68.3% |
| Admin fee / account holder | $1,763 | $5,589-68.4% | $13,411-86.9% | $4,887-63.9% |