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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 | $104,508 | $54,370+92.2% | $82,763+26.3% | $68,490+52.6% |
| Participation rate | 100.0% | 63.9%+36.1pp | 72.6%+27.4pp | 67.9%+32.1pp |
| Annual return | -8.67% | -13.67%+5.0pp | 702.45%-711.1pp | -7.85%-0.8pp |
| Employer contribution / active EE | $4,958 | $2,219+123.4% | $3,008+64.8% | $2,597+90.9% |
| Participant deferral / active EE | $6,431 | $3,247+98.1% | $4,395+46.3% | $4,028+59.7% |
| Admin fee / account holder | $56,696 | $4,398+1189.1% | $5,325+964.7% | $5,403+949.4% |