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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 | $129,963 | $75,962+71.1% | $154,108-15.7% | $64,173+102.5% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -4.14% | 30.32%-34.5pp | 735.21%-739.3pp | 7.63%-11.8pp |
| Employer contribution / active EE | $6,879 | $3,350+105.3% | $5,298+29.8% | $2,381+188.9% |
| Participant deferral / active EE | $3,637 | $3,175+14.6% | $5,081-28.4% | $3,470+4.8% |
| Admin fee / account holder | $1,286 | $5,589-77.0% | $13,411-90.4% | $4,887-73.7% |