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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 | $121,617 | $75,962+60.1% | $154,108-21.1% | $64,173+89.5% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -5.93% | 30.32%-36.3pp | 735.21%-741.1pp | 7.63%-13.6pp |
| Employer contribution / active EE | $4,759 | $3,350+42.1% | $5,298-10.2% | $2,381+99.9% |
| Participant deferral / active EE | $3,136 | $3,175-1.2% | $5,081-38.3% | $3,470-9.6% |
| Admin fee / account holder | $4,116 | $5,589-26.4% | $13,411-69.3% | $4,887-15.8% |