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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 | $128,170 | $75,962+68.7% | $154,108-16.8% | $64,173+99.7% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -4.68% | 30.32%-35.0pp | 735.21%-739.9pp | 7.63%-12.3pp |
| Employer contribution / active EE | $7,676 | $3,350+129.1% | $5,298+44.9% | $2,381+222.4% |
| Participant deferral / active EE | $9,624 | $3,175+203.2% | $5,081+89.4% | $3,470+177.4% |
| Admin fee / account holder | $8,109 | $5,589+45.1% | $13,411-39.5% | $4,887+65.9% |