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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 | $135,880 | $75,962+78.9% | $154,108-11.8% | $64,173+111.7% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -5.56% | 30.32%-35.9pp | 735.21%-740.8pp | 7.63%-13.2pp |
| Employer contribution / active EE | $3,866 | $3,350+15.4% | $5,298-27.0% | $2,381+62.4% |
| Participant deferral / active EE | $4,800 | $3,175+51.2% | $5,081-5.5% | $3,470+38.3% |
| Admin fee / account holder | $6,759 | $5,589+20.9% | $13,411-49.6% | $4,887+38.3% |